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

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation.

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AI Co-Trainer at MDI Management Development

MDI Training

AI Co-Trainer in MDI Management Development Do you prefer to listen to this article? Today, for the first time, I would like to allow him to share his experience as a co-trainer in the seminars with me in his blog post. Rudi has no insight into what the participants implement in their jobs after the seminar. Enjoy reading!

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The Account Management KPIs You Should Be Tracking

Brooks Group

Whether your organization has a dedicated Account Management team, or your salespeople are in charge of managing their own accounts, it’s important to establish account management KPIs to measure performance and effectiveness. Remember that establishing these measures is just one part of sales performance management.

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9 ways to de-motivate an agency account manager

Account Management Skills

While preparing for a seminar with David C Baker , I’ve been reflecting on what de-motivates account managers. Unlike many agency advisors, David has invested in profiling account managers. Not only could I recognise myself, but I have been training account managers since 2016 and can validate his findings.

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Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants

Red Star Kim

Nearly 40% said the majority of their time was spent supporting M&BD executives and managers. Many reported that most of their time was work such as tactical marketing promotions , client and referrer relationship management and internal marketing. As the poll results below indicate, their roles are varied.

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Consultative Selling Tips: How to Sell to Procurement Managers

Brooks Group

Procurement managers have a reputation for focusing only on price. Or can sales professionals engage purchasing managers, buyers, and agents differently to have more success selling to them? Understanding Procurement Manager Challenges Procurement managers are in a unique position. Is this deserved?

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AI as a Co-Trainer in Leadership Development

MDI Training

I positioned a fabric owl as a symbol in the center of the seminar room and introduced it with the name AICo (Artificial Intelligence Co-Trainer). Seminar participants can ask AICo questions at any time. AICo helps in the preparation, implementation, and follow-up of a seminar. And I also regularly include AICo in the training.