CRM, Cybersecurity, Emotional Intelligence and Sales

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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

FEBRUARY 9, 2023

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives. And explored various sales methodologies.

Management

Management Emotional Intelligence Cybersecurity CRM

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

Red Star Kim

APRIL 24, 2023

Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop. Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption).

Emotional Intelligence

Emotional Intelligence Financial Services Decision-making Digitalization

Strategic Accounts Today

Referrer and Intermediary Management – Silos, Targets and Culture

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

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