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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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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Innovate – Be more innovative in M&BD. 50% Sector plan.

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Book review: The Strategy Book by Max McKeown

Red Star Kim

Book review: The Strategy Book by Max McKeown Author and book overview of The Strategy Book Author Max McKeown, with both an MBA and PhD from Warwick Business School, is a strategy and innovation coach for leading companies. He’s clearly an advocate for scenario planning. A strategist cannot get lost in the detail”.

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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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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. Between 1% and 20% of their time currently spent being proactive – with a median of 10%. We shared questions and reflections half-way through the day and at the end.

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Highlights from SAMA’s 2021 Annual Conference

Arpedio

It’s safe to say that SAMA really went above and beyond this year to bring together the largest virtual, cross-industry community of innovators and decision makers focused on co-creating value with strategic and key customers. Sales Organizations reporting AI use is increased by 76% since 2018”. Use technology to maintain customers.

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The 5 Stages of Entrepreneurship

Hubspot Sales

Stage 2: Planning Just as architects need building plans to construct a new building, entrepreneurs need business plans to create successful businesses. Developing a business plan helps you estimate costs, identify risks, and set up risk mitigation measures. Microsoft bought GitHub for $7.5