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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. Private client management and marketing: Business plans, recruitment, assessments and automation.

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

Red Star Kim

Communication and education are required to manage expectations and promote enthusiasm and momentum. all about buy-in in professional services (Manchester and Dublin 2019) (kimtasso.com). We also considered channel management strategies for referrer and referrals management. Prepare integrated campaigns.

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

Account Management Skills

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. 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.