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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. And 90% didn’t have a marketing plan for private client. An important assessment that I use a lot is for Emotional Intelligence (EQ). Furthermore, whereas personality is fairly fixed we can improve our emotional intelligence.

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Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

14% Responding better to telephone enquiries (and conversion) 43% Improving client service on the telephone 14% Building relationships on the telephone 29% Using the telephone to reach people proactively (initiate sales conversations) How would you assess your emotional intelligence?

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

At the recent PM Forum workshop on “Selling processes and sales skills for marketing and business development professionals” we focused on sales and selling challenges in professional services. Disconnection – Often the marketing (lead generation) and sales processes (lead nurturing and conversion) are disconnected.

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Nine insights: Sales processes and selling skills for targeting and meetings

Red Star Kim

Last week, we welcomed UK and international delegates to a PM Forum digital workshop on “Selling Processes and Sales Skills for Marketing and BD Professionals”. Integration with marketing. Some fee-earners rely on marketing processes to generate leads and manage the initial stages of lead nurturing. Personas and buyer profiles.

Meetings 100
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22 tips on being a persuasive writer in professional services

Red Star Kim

Lawyers (compliance, anti-trust, commercial litigation, personal injury) and marketing professionals joined me at a recent MBL workshop on writing. An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com). Research shows that even B2B buyers are influenced by emotional connection.

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15+ Interview Questions for Consultants [+ Sample Responses]

Hubspot Sales

In one of my first jobs, I helped to develop a digital marketing campaign for a small business that grew its revenue by 15% within eight months. For instance, a marketing consultant may say, "One of the biggest challenges I see is that consumers want more personalization. Accomplishments like that really motivate me to do my best."

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

There were comments about the importance of the Employee Value Proposition (EVP) which is similar to the firm’s overall brand but with a focus on what value there is for potential employees. We explored lots of ideas around segmentation, market mapping, emerging private client niches and the creation and use of personas.