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

Red Star Kim

Creativity and good and bad stress – Kim Tasso There’s a great article from Harvard Business Review “Five things to do when you feel overwhelmed by your workload ” (August 2018). Look to the business plan and departmental plans. Prepare a strategic M&BD plan. What’s important to your fee-earners?

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. Winning their hearts – and emotional commitment – is tougher. Research on leadership and emotional intelligence (EQ) (kimtasso.com). We welcomed delegates from legal, accountancy and financial services firms.