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Referrer Management – Capacity and Capability

Red Star Kim

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services.

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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

Moore Kingston Smith (accountants) – Real estate thought leadership This campaign comprises a series of seven opinion articles (“The state of the global real estate industry”) exploring investment opportunities in UK real estate sharing economic data (inflation and global growth forecasts). trillion by 2031”.

Marketing 130
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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

million companies that are active but not required to file accounts and 6 million companies that are no longer activie. or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. How should firms identify their strategic accounts? Used for building lists with over 300 search criteria.

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

There were also variations on factors such as financial (it’s easy to measure revenue and profit) and others such as market positioning, longevity, reliability/security and prestige. There was also discussion about the use of grading criteria for individual attributes such as seniority, influence, sponsorship and loyalty.

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Campaigns, thought leadership and project management – Early engagement, scoping and risk management

Red Star Kim

25% No budget for research/external agencies 19% Lack of resources in marketing/BD 19% Lack of fee-earner buy-in/engagement 13% Perception of marketing/BD 6% Insufficient data and information 6% Everyone prefers to do their own thing 6% Fee-earners won’t work together/stick at things 6% Other (Fee-earners take control of the process and don’t always (..)

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

Red Star Kim

Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits). A similar approach would be to unite people behind the need to focus on client interests and overcoming competitor activity.

CRM 130
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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

She explained her firm’s core purpose was to build trusting relationships and vision of being independent, sustainably profitability and global. They have saved 10,000 hours of review time, identified 120,000 risks and acquired 20 major new clients – including some well-known brands – since launch in March 2021”. Hear the client voice.