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Book review: All you need to know about commercial awareness by Christopher Stoakes

Red Star Kim

This short (130 pages) information-packed book was revised in 2019. So here is a Book review: All you need to know about commercial awareness by Christopher Stoakes. He’s also written a book called “ Get to the point – how to write well at work”. The book is a fantastic jargon buster. How many do you know?).

Finance 130
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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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The trouble with account managers

Account Management Skills

I sometimes feel they are more concerned with their gmail and booking meetings than with my challenge” – client lead ( “The Future of Account Management” report, IPA 2020 ) The feedback from clients and industry experts is relentless and often scathing about the account manager’s performance.

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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

Whilst many of the above attributes and roles were perceived, there were some differences such as: Approachable Authentic Effective Loud Passionate Reactive Under resourced Valuable There’s more about building personal brands: Future Marketing/BD Manager – Build your personal brand (kimtasso.com) Building a personal brand – Key Person of Influence (..)

Marketing 130
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Net Promoter Score (NPS)

Flevy

Reichheld’s book “The Ultimate Question 2.0,” NPS is portrayed as a metric that goes beyond measuring customer satisfaction to provide valuable insights into customer loyalty. In Frederick F.

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10 Essential Skills for Account Managers

Account Management Skills

If you feel you need to brush up on your listening skills, check out Mark Goulston’s book Just Listen: Discover the Secret to Getting Through to Absolutely Anyone. The book will help you understand how to communicate more effectively with absolutely anyone; clients, colleagues, family members etc.

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)