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

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). Professional Services Industry Overview – Market Size, (globenewswire.com) (May 2021). 40% Selling (winning new clients).

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)

article thumbnail

How to engage fee-earners in the M&BD planning process?

Red Star Kim

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?

article thumbnail

How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

Research more on the practice areas I support to have a better idea of their perspective on BD Learned that there are lots of marketing/bd functional avenues that I can develop my skills in Use a mentor programme (see PM Forum Mentor Match ) Stay patient if I don’t quite understand something, I will always learn and develop Career and Personal (..)

Marketing 130
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.

article thumbnail

Expert advice: 10 ways to generate more SEO leads

Nutshell

For example, on any Nutshell blog page you’ll see a START FREE TRIAL button in the top right corner of the page, a “Ready to try Nutshell for free?” Update Your Blog Posts Consistently. A great way to drive more leads via SEO is to consistently update your blog posts. That’s what turns content consumers into actual sales leads.