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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. 10 reasons why (kimtasso.com).

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Managing Partners’ Forum Strategy Summit

Red Star Kim

Thanks to the Managing Partners’ Forum Strategy Summit at haysmacintyre earlier this week.

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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. And co-create a plan. Why do you need a business plan? amongst us.

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

Red Star Kim

See also integrated-business-planning-oct12.pdf The lack of integrated marketing and business development strategy has an impact on systems, data, policies and processes which were often disconnected. So assessment of efficiency and effectiveness was difficult.

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6 tips for managing rapid business growth and expansion

ACT

When you grow your team, acquire new assets, or invest in better tools and systems, you can face business challenges like reduced profitability, employee demotivation, and inefficient customer support. WeWork’s dramatic fall in 2019 exemplifies just how badly aggressive growth can backfire. Designed for growing businesses , Act!

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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. A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). Review our business plan. This is an ongoing dialogue.

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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. | Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM?

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