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

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation.

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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

all about buy-in in professional services (Manchester and Dublin 2019) (kimtasso.com). A July 2019 article in Catalyst compares this situation as being like a human without a brain, who would be just a collection of activities that cannot operate. Review our business plan. 40% Selling (winning new clients).