Remove 2022 Remove Business Planning Remove Client Development Remove Stakeholders
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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

A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com).

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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?