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Managing Partners’ Forum – Highlights from the Advisory Board Meeting September 2023

Red Star Kim

The Managing Partners’ Forum (mpfglobal.com) holds quarterly meetings of its Advisory Board where senior leaders discuss issues pertinent to the professional services sector. The system will be unveiled at a launch webinar on 1st November. Experience in stakeholder management and funding is also desirable.

Meetings 130
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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. Key processes Data is needed to drive key processes supporting referrer management. amongst us.

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The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)

Red Star Kim

The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. Referrals – The role of internal communications (kimtasso.com).

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Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants

Red Star Kim

Nearly 40% said the majority of their time was spent supporting M&BD executives and managers. Many reported that most of their time was work such as tactical marketing promotions , client and referrer relationship management and internal marketing. As the poll results below indicate, their roles are varied.

Marketing 130
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Boost Team Engagement with Agile

Speaker: Anthony Crain, Agile Transformation Consultant at cPrime, and Zach Wolfe, Enterprise Customer Success Manager at Wrike

However, as many project managers have discovered, agile can work in non-technical teams as well. But how about managing both? In this webinar, we will discuss: Achieving agility by increasing engagement and collaboration between technical and non-technical teams. The importance of collaboration when managing agile projects.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Others may find that the M&BD team is responsible for research.

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Questions on confidence at work

Red Star Kim

We discussed cognitive distortions and how to manage them. And learned that the most effective people manage to balance a positive view of the future with a realistic grasp of the potential obstacles. You should speak to your line manager if you often feel stressed. There is often a lot of use of the word “should” as well.

Meetings 130