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

Red Star Kim

We talked about the importance of employer brands too ( Employer Value Proposition – EVP – at DAC Beachcroft is described in this post PM Conference Report 2022: Strategy implementation (kimtasso.com) ). An important assessment that I use a lot is for Emotional Intelligence (EQ). kimtasso.com). kimtasso.com).

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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

Overcoming silos and internal communication for cross-selling A key barrier to cross-selling and internal referrals was that firms were structured into silos. Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture.

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

Red Star Kim

There’s a case study of EVP at DAC Beachcroft PM Conference Report 2022: Strategy implementation (kimtasso.com) There were also comments about the importance of flexible working (including WFH). Some felt that Covid had “let the cat out of the bag” with regards to flexible working.

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3 Ways to Achieve a Winning Sales Attitude

Hubspot Sales

Emotions are contagious. This condition is called “emotional contagion” or “the transmission of moods.” Moods are typically communicated and transferred to others, whether those emotions are positive or negative. Optimism is a soft skill, an emotional intelligence skill, one that produces hard sales results.

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Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen)

Red Star Kim

A press campaign coincided with a Vario networking and training event – including emotional intelligence coaching for dealing with clients – supporting the idea that the work was not easy to replicate with AI solutions. The campaign was part of an exciting project 7BR announced in 2022.

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How to Excel as a Virtual (Or Hybrid) Sales Leader, According to Remote Managers

Hubspot Sales

A virtual leadership role will likely require more high-quality written communication skills, as well as even more flexibility and trust than in-person leadership. There are some skills that any effective leader needs to hone, including: High emotional intelligence. Strong communication skills. Virtual Leadership Skills.

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Book review: Sales Mind – 48 tools to help you sell by Helen Kensett

Red Star Kim

A chance encounter with Helen Kensett at a recent conference reminded me about her 2016 sales book. Synthesizing and communicating your sell “In any sales scenario, to think is to spot patterns in the information”. It develops your understanding of the psychology of selling to help create a sales mindset.