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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. Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment.

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

Red Star Kim

I facilitate various workshops designed to increase commercial awareness. 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). For young professionals.

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

Red Star Kim

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners.

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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.