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

Red Star Kim

Developing a business plan was seen as a priority for those who were new in leadership roles in their firms as well as established leaders looking to drive development and growth (see delegate top takeaways below). Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

At the recent Business Development for Professionals – 2024 Virtual Conference – MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. And how the value proposition and content messaging needs to be adapted to different targets at different stages of their buying journey.

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Here’s How to Keep Clients Interested In Your Proposal

Account Manager Tips

Differentiated my value proposition. The Thermometer Technique Excerpt from the book You Can’t Teach a Kid to Ride a Bike at a Seminar Before you proceed with any more pain, however, use the Thermometer technique, which helps you measure the degree to which your prospect has been sold. This book is for you. Learn more.

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Four Keys to Aligning Sales With Marketing

Brooks Group

In many cases, sales and marketing departments have different leaders with different leadership styles – a reality that drives this gap even wider. Do you need help presenting your value proposition with one face, one voice, one consistent message, and one reaction to customer requests? Give us a call.

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Why You’re Losing Deals You Thought You’d Win

Brooks Group

Misaligned Values. Value propositions need to be challenged on a regular basis these days. You accomplish that by providing value. Not Understanding The Value Formula. In my new book Agile & Resilient: Sales Leadership for the New Normal, my co-author Russ Sharer and I discuss The Value Formula.

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Sales Agility in a VUCA World: 10 Keys to Separating the Agile from the Fragile

Brooks Group

Frequent strategy review sessions: Make sure your sales techniques are still effective and your value proposition still resonates with the marketplace. Work closely with executive management: Leadership buy-in is necessary to move at an agile pace.

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Tips for Building a Highly Effective Sales Training Program

Brooks Group

With the proper training, your sales team will accurately understand a customers’ needs and wants, present the value proposition of your product or service, build trust and credibility, engage prospects in meaningful dialogue that progresses the sale, improve the predictability of your sales funnel, and more.