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

Red Star Kim

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021).

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Highlights from SAMA’s 2021 Annual Conference

Arpedio

June 2, 2021. Highlights from SAMA’s 2021 Annual Conference. Ulrik Monberg | June 2, 2021. Highlights from SAMA’s 2021 Annual Conference. ? It’s increasingly important to drive consistency and alignment in customer business planning, because alignment will be the straight road to empowerment. Back to blog.

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Book review: The Strategy Book by Max McKeown

Red Star Kim

Book review: The Strategy Book by Max McKeown Author and book overview of The Strategy Book Author Max McKeown, with both an MBA and PhD from Warwick Business School, is a strategy and innovation coach for leading companies. He’s clearly an advocate for scenario planning. A strategist cannot get lost in the detail”.

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Update on marketing and business development (M&BD) team structures

Red Star Kim

They may be project-based to support innovation projects. Innovation and new product and service development These were often areas beyond the scope of M&BD departments. Happily, there is now more involvement of M&BD teams in innovation and new product and service initiatives.

Marketing 130
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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. Between 1% and 20% of their time currently spent being proactive – with a median of 10%. We shared questions and reflections half-way through the day and at the end.

CRM 130
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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

Need to have experience and expertise Experts who think out of the box If sector specific advice/team, they expect us to know that sector and the target audience. Actively learning ourselves and managing time effectively.