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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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Referrer Management – Capacity and Capability

Red Star Kim

And co-create a plan. Why do you need a business plan? 10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!) The first is to allow team members to play to their strengths.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Four themes in the art of selling – Integrating marketing and sales (kimtasso.com) A creative exercise on engagement generated some interesting metaphors – for example, a brick wall suggesting a lack of communication, a carrot considering motivation and a Leonardo di Caprio shrug suggesting indifference.

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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.