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

Red Star Kim

This American book talks you through the strategy development process for a fictious law firm become the firm of choice – strategy development (kimtasso.com) One delegate asked for business plan templates – and the post I just mentioned explains why templates are not always a good idea.

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Navigating the Uncharted: A Reflection on 2023 and Strategic Planning for 2024

CMOE

As 2023 comes to a close, it is the perfect time to reflect on lessons we’ve learned throughout the year and plan for 2024’s uncertainties. To understand your learning journey in 2023, record your answers to the following questions: 1. Facilitate discussions linking organizational changes to individual roles, fostering ownership.

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Spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum

Red Star Kim

Harnessing that network, he has facilitated so many trailblazing developments. He introduced the sector’s first management excellence awards (securing the FT and Harvard as knowledge partners) whilst spearheading the innovative “unsung heroes” campaign for business support professionals.

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Managing Partners’ Forum Strategy Summit

Red Star Kim

Thanks to the Managing Partners’ Forum Strategy Summit at haysmacintyre earlier this week.

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New Leadership Development Programme from the Managing Partners’ Forum – Consensus through Collaboration

Red Star Kim

I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms. Versions for divisional, functional and aspiring leaders are expected in 2024.

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Context and curiosity drive commerciality and pricing

Red Star Kim

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. This supports career development by broadening knowledge, facilitating collaboration and becoming T-shaped. So marketing is reliant on research and financial knowledge.

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6 2023 Marketing Trends You Can’t Ignore

ACT

They failed to innovate and evolve with changing market dynamics. In 2023, that means keeping an eye on important new trends like artificial intelligence , video marketing, automation , and more. In 2023, that means keeping an eye on important new trends like artificial intelligence , video marketing, automation , and more.