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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.

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

Red Star Kim

The following reports may be useful: Professional Services Global Market Report 2022 (globenewswire.com) (December 2021). Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021). Professional Services Industry Overview – Market Size, (globenewswire.com) (May 2021). Review our business plan.

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

Red Star Kim

38% M&BD theory and fundamentals 25% M&BD planning process 38% Overcoming M&BD planning issues Where is the greatest challenge in your M&BD planning? multiple choice) 43% Sales funnel/pipeline/opportunity management 43% Awareness/Engagement/Conversion/Loyalty/Advocacy 43% Where Now?