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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. 10 reasons why (kimtasso.com).

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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

kimtasso.com) Excellent 12% (2) Good 47% (8) OK 41% (7) Which consulting skill do you most need to develop EQ/emotional intelligence 0% An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) Research on leadership and emotional intelligence (EQ) (kimtasso.com) Book review – Emotional Intelligence 2.0

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Referrer Management – Capacity and Capability

Red Star Kim

And co-create a plan. Why do you need a business plan? 10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!)

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Ideas on how to spend any “free” time ranged from competitor and analytics analysis to business plans for teams although some mentioned getting up to date on admin. And it is hard to argue with evidence of client sentiment or competitor action. Between 1% and 20% of their time currently spent being proactive – with a median of 10%.

CRM 130
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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits. Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Both to maintain service levels and underpin growth strategies.

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Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

Red Star Kim

There are tips on time management: 35 tips to improve Time Management for busy professionals (kimtasso.com) and how to release time become a more proactive Marketing and Business Development Executive (kimtasso.com). Look to the business plan and departmental plans. Prepare a strategic M&BD plan.

Marketing 130
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Leadership, emotional intelligence and teams in change management

Red Star Kim

Leadership, emotional intelligence and teams in change management. This transition is explored further in Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) Create a change vision Leaders need a compelling vision of the desired change. Winning their hearts – and emotional commitment – is tougher.