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

Red Star Kim

This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further information – as promised – to some of the questions posed by delegates. Private client management and marketing: Business plans, recruitment, assessments and automation. The need to include purpose (i.e.

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Book review: The Strategy Book by Max McKeown

Red Star Kim

Being easy to read, short and jargon-free The Strategy Book (FT Publishing, 2012) is a considerable achievement bearing in mind the subject matter. I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. The brief strategy stories bring his ideas to life.

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Marketing Continuing Professional Development (CPD) – The power of reflection?

Red Star Kim

Once a year I have to produce four reflective learning statements for the Chartered Institute of Marketing (CIM) in order to maintain my Chartered Marketer status as a Fellow of CIM. CIM Fellows produce reflective statements. And you can see how this is incorporated into the CIM’s CPD reflective statements. What I learned.

Marketing 130
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Book review – Managing Brands

Red Star Kim

The course also offers a helpful brand creation plan and a brand plan template (brand essence, brand assets, brand protection and brand strategy). And use P2P (Peer-to-Peer) marketing to win further customers (a key part of referrer management strategies ).

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

Red Star Kim

It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown below. Both to maintain service levels and underpin growth strategies. And looked at how such tools might be applied to both web site SEO strategies and other digital marketing strategies.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

A great strategic plan defines where your organization is going, how you’ll win, who must do what, and how you’ll review and adapt your strategy development. Part of that journey is the strategy built during strategic planning, and part of it is execution during the strategic management process.

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Jobs-to-Be-Done (JTBD) Theory

Flevy

The model helps: Determine customers’ needs that are underserved or overserved, appropriate strategies to use, generate ideas, and pilot test concepts. This concise Job Statement should be written with the customer’s needs and perspective in mind. If implemented effectively, JTBD allows organizations to reap several benefits.