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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

FEBRUARY 9, 2023

We created an example campaign increasing staff’s personal cybersecurity knowledge which also raised awareness of services for clients. And explored various sales methodologies. We considered how to create and implement internal campaigns to increase engagement and product/service knowledge and prompt internal referrals.

Management 130
Management Emotional Intelligence Cybersecurity CRM 130
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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 26
Emotional Intelligence Financial Services Decision-making Digitalization 26
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