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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. The need to include purpose (i.e.

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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

The processes to obtain and analyse data, engage all stakeholders, consider the options and implications, make choices and be pragmatic about implementation. See also integrated-business-planning-oct12.pdf Many related to the differences in strategy between marketing property advisory services and marketing properties (i.e.

Marketing 130
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Update on marketing and business development (M&BD) team structures

Red Star Kim

Process integration – Some firms separate out marketing, communications and sales functions – usually the larger firms where more specialisation is required. They learn about their markets and clients, help formulate strategy and develop plans. Other firms will have these roles integrated.

Marketing 130
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Book review: The Strategy Book by Max McKeown

Red Star Kim

Let it grow like a weed in the garden | Henry Mintzberg ) The way to achieve great employee engagement is addressed in this 2021 book Book review: Influential Internal Communication by Jenni Field (kimtasso.com) ) Think before you plan “Strategy is about outthinking your competition.