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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. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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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

For example: Influence and persuasion skills with Aristotle and Knights and Dinosaurs (kimtasso.com) May 2023 Ten top takeaways on stakeholder engagement and buy in (kimtasso.com) April 2022 Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com) September 2020 all about buy-in in professional services (Manchester and Dublin 2019) (..)

Marketing 130
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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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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). PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and business development. 40% Selling (winning new clients).

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Book review: All you need to know about commercial awareness by Christopher Stoakes

Red Star Kim

I invited him once to facilitate a junior professionals’ networking event for an accountancy practice – where he talked about one of his other books “All you need to know about the City” (latest version updated in 2022). He’s also written a book called “ Get to the point – how to write well at work”.

Finance 130
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How to engage fee-earners in the M&BD planning process?

Red Star Kim

11% Marketing/lead generation 11% Selling (winning new clients) 33% Existing client development 0% Referrer management 44% All of them How clear are you on the client (buying) journey?

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Top 50 Women Leaders in Customer Success 2022

SmartKarrot

In celebration of International Women’s Day, we are honored to present our Top 50 Women Leaders in Customer Success to Follow list for 2022, celebrating 50 influential women leaders and their inspiring stories of strength and success. Amarachi Ogueji. Annette Franz. Annette Franz is the Founder and CEO of CX Journey Inc. Catherine Blackmore.