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

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.

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How to engage fee-earners in the M&BD planning process?

Red Star Kim

Encourage fee-earners to engage in the M&BD planning process During the session – where we explored M&BD theory and frameworks and walked through the process of developing a M&BD plan – we identified several ways to engage fee-earners in the M&BD planning process. At their regular team meetings.

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

Red Star Kim

PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and business development. Review case studies of PSF marketing and business development. Meet with BDs to talk through their strategies. Target existing clients in different jurisdictions.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

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Dealing with adversity as an agency owner, with Rebecca McIntyre-Smith

Account Management Skills

And I think you’d really work in the Client Services Department, do you fancy giving it a go? ln the same meeting in the interview room. Why is this a good balance with you doing the sales and the client development? And clients started going, yes, we can have project meetings on this, this is fine.