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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture. We created an example campaign increasing staff’s personal cybersecurity knowledge which also raised awareness of services for clients. This supported mutual knowledge of their professional work.

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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). Telephones in the client journey and client experience mapping Firms often have processes, procedures and protocols for managing telephone calls – both inbound and outbound.