Remove Client Relationships Remove Digitalization Remove Finance
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28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

Red Star Kim

28 th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023) Reprinted from PM Magazine With 100+ people enjoying coffee in bright orange TUC mugs, the buzz heightened to good vibrations: Connecting with familiar faces and new friends, both old hands and the next generation.

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Marketing technology system review – Clean contact data with Cirrom

Red Star Kim

Vuture – his first martech contribution in the digital marketing space – is a recognised and trusted system for many professional services firms. Data is the lifeblood of both traditional and digital marketing. Although HubSpot has suggested the figure is closer to 22% with data from 2013-14 Database Decay Simulation (hubspot.com) ).

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships.

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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

Consistency was another theme as well as the need for clarity of target audiences and the use of various media outlets, preferred digital channels and modes of engagement. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop.

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How can agencies make client relationships more profitable?, with Chris Merrington

Account Management Skills

In this episode we talk about making client relationships more profitable. We covered so many different areas including: What clients really value and how to talk the client language. Why you need to establish and nurture senior client relationships. Welcome to Episode 53. And it’s so practical.

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

There was a discussion about the need for training in this area and the sharing of best practice with frequent touchpoints with finance professionals and clients. We explored lots of ideas around segmentation, market mapping, emerging private client niches and the creation and use of personas.