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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. However, I do use a number of assessment tools in my coaching and development work. kimtasso.com).

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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. There are lots of articles on internal communications, buy-in and stakeholder engagement. For example: Internal communication – Why, how and what (kimtasso.com). 40% Selling (winning new clients). Prioritise action.

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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. And also to support cross-selling and enhance the client experience. How do you stand out from your peers?

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

Red Star Kim

Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)

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Expert advice: 10 ways to generate more SEO leads

Nutshell

Ben Goldstein , Head of Content and Communications at Nutshell. Written content is undoubtedly useful but today, visual materials such as infographics or videos are very effective for B2B marketing purposes and they will continue to be one of the most frequently used marketing strategies for 2021. Jonathan L.

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Top 50 Women Leaders in Customer Success 2022

SmartKarrot

Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. Caroline was also named one of the Top 100 Customer Success Strategists for 2020-2021.