2022, Client Development, Innovation and Value Proposition

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2022

Client Development

Innovation

Value Proposition

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

JULY 11, 2022

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. The following reports may be useful: Professional Services Global Market Report 2022 (globenewswire.com) (December 2021). Innovate – Be more innovative in M&BD. 40% Selling (winning new clients).

Innovation

Innovation Marketing Stakeholders Value Proposition

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

Red Star Kim

NOVEMBER 13, 2023

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.

Business Planning

Business Planning Emotional Intelligence Marketing Management

Strategic Accounts Today

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

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

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