Remove 2021 Remove Acquisition Remove Blog Remove Client Development
article thumbnail

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.

article thumbnail

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

Red Star Kim

In some cases this might involve opening in new territories, forming international alliances or mergers and acquisitions. The following reports may be useful: Professional Services Global Market Report 2022 (globenewswire.com) (December 2021). Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021).

article thumbnail

Top 50 Women Leaders in Customer Success 2022

SmartKarrot

Her blog posts continue to serve as a valuable resource for people who seek to understand and master customer success processes. A star in the world of Customer Success, Amarachi Ogueji is known for her exceptional skills in retaining B2B and B2C SaaS clients. Amarachi Ogueji. Annette Franz. Catherine Blackmore. Daphne Lopes.