Red Star Kim

NOVEMBER 13, 2023

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

JANUARY 28, 2024

Leadership, emotional intelligence and teams in change management. Winning their hearts – and emotional commitment – is tougher. Research on leadership and emotional intelligence (EQ) (kimtasso.com). We welcomed delegates from legal, accountancy and financial services firms.

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130

Red Star Kim

FEBRUARY 28, 2023

Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits. Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Both to maintain service levels and underpin growth strategies.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Red Star Kim

OCTOBER 16, 2023

And co-create a plan. Why do you need a business plan? 10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!)

Management 130

Management Onboarding Emotional Intelligence Communication 130

Red Star Kim

MARCH 7, 2023

Boundaries at Work: 4 Types of Work Boundaries – 2023 – MasterClass What to do if you (or your team members) feel overwhelmed? Look to the business plan and departmental plans. Prepare a strategic M&BD plan. Being overwhelmed causes stress. And stress damages both mental and physical health.

Marketing 130

Marketing Management Emotional Intelligence Leadership 130

Red Star Kim

DECEMBER 5, 2023

Ideas on how to spend any “free” time ranged from competitor and analytics analysis to business plans for teams although some mentioned getting up to date on admin. Another delegate suggested using monday.com | A new way of working to integrate all action lists and help avoid being overwhelmed by so many tasks.

CRM 100

CRM Marketing Interpersonal Skills Client Relationships 100