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

Red Star Kim

This American book talks you through the strategy development process for a fictious law firm become the firm of choice – strategy development (kimtasso.com) One delegate asked for business plan templates – and the post I just mentioned explains why templates are not always a good idea.

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Taking a Deep Dive into Payment Processing Companies, Here’s What I Found

Hubspot Sales

in 2023, followed by debit cards. 5 Payment Processing Companies If you’re planning on starting a business that involves accepting payments for goods or services, then you need to use a payment processing platform to facilitate. Best for: Facilitating B2B and vendor payments. Fees: 2.9%

Banking 105
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Managing Partners’ Forum Strategy Summit

Red Star Kim

Thanks to the Managing Partners’ Forum Strategy Summit at haysmacintyre earlier this week.

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Coaching and Consulting – People and Problem-Solving skills

Red Star Kim

People and Problem-Solving Skills Facilitating, coaching, mentoring and consulting all require great people skills. Counselling, coaching, mentoring, facilitating, training and consulting are at different stages of the helping continuum. Coaches and consultants use facilitation skills. You use facilitation skills when coaching.

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How Your Revenue Team Can Avoid These 5 Missteps in 2023 and Beyond, According to Sendoso's VP of Revenue Operations

Hubspot Sales

To help your RevOps team drive growth in 2023 and beyond, I spoke with Sendoso's VP of Revenue Operations, Linda Fitzek. It's worth noting that many RevOps professionals might be feeling a little bit de-motivated or stressed as we enter the economic uncertainty of 2023. Your team hasn't encouraged authenticity.

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System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

So the system facilitates fast, regular research amongst your targets, clients and referrers. As well as sending each participant a personalised report, the CogniClick platform will automatically create a White Paper version and provide evergreen industry thought-leadership content.

Banking 130
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Spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum

Red Star Kim

Harnessing that network, he has facilitated so many trailblazing developments. He then created both the PM Forum and Managing Partners’​ Forum – two key membership groups in professional services. No surprise that he’s a networking super-connector. And he’s still expanding the groups’ reach throughout the world with Keith Hardie.