Client Development Information Stakeholders 
Red Star Kim
NOVEMBER 13, 2023
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. Two tools were provided to assist with this.
Red Star Kim
JULY 11, 2022
There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com). Ten top takeaways on stakeholder engagement and buy in (kimtasso.com). 40% Selling (winning new clients). 10% Existing client development.
Red Star Kim
SEPTEMBER 29, 2023
Ensure that all information is shared at the right time through the right channel with the right engagement mechanisms. Some guidance is provided: Be more visible – the PVI model (kimtasso.com) and Be visible, assert and challenge and remember your goals (kimtasso.com) Other points of interest How to engage fee-earners?
Hubspot Sales
APRIL 4, 2023
Give adequate details about the setting, the people involved, and any relevant background information. For example, "I like tackling tough issues and developing new solutions. I enjoy the process of analyzing complex data, identifying patterns and trends, and using that data to make informed recommendations.
Red Star Kim
AUGUST 1, 2023
Package up the information and guide the discussion in bite-sized pieces to retain their attention. 11% Marketing/lead generation 11% Selling (winning new clients) 33% Existing client development 0% Referrer management 44% All of them How clear are you on the client (buying) journey?
ProlifIQ
JUNE 21, 2023
The team’s expertise and knowledge help in navigating complex organizational structures, understanding customer dynamics, and building strong relationships with stakeholders. By leveraging data, market research, and customer insights, account managers can make informed decisions, identify growth opportunities, and mitigate risks.
Arpedio
JUNE 2, 2023
Picture this: you’re armed with a treasure trove of information about your clients, their needs, goals, and challenges. Without this strategic framework, it’s tough to develop an effective playbook of tactics and foster long-term business relationships. You become their trusted advisor and their go-to expert.
Expert insights. Personalized for you.
147 
Let's personalize your content