Remove Communication Remove CRM Remove Cybersecurity Remove Emotional Intelligence
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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

Overcoming silos and internal communication for cross-selling A key barrier to cross-selling and internal referrals was that firms were structured into silos. We created an example campaign increasing staff’s personal cybersecurity knowledge which also raised awareness of services for clients.

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption). An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) Two thirds felt their personality was mostly dog and a third mostly cat.