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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. Innovate – Be more innovative in M&BD. 50% Sector plan.

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Managing Partners’ Forum Strategy Summit

Red Star Kim

My takeaways from the insightful facilitators and panellists were: Recruitment of lawyers is down on previous years whereas business support is up Increase in tax hires in law firms Increase in marketing roles (exceeding 2019 numbers) Whilst training/learning roles shrunk compared to 2019 there was an increase in employee relations roles Legal sector (..)

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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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13 best invoicing software to facilitate your payment process in 2022

PandaDoc

Simply put, invoices are not the favorite part of any business. And that is why invoicing software has proven to be one of the most useful innovations of the 21st century. But with all the options out there, how do you know which invoicing software is best suited to your business needs? Still, they must be generated.