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

Red Star Kim

Horizon scanning, weak signal detection and strategic, market and competitor analyses are key here. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention. 17% had plans to introduce new private client services and 67% had plans to develop new markets.

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

Red Star Kim

In some cases this might involve opening in new territories, forming international alliances or mergers and acquisitions. Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021). The following reports may be useful: Professional Services Global Market Report 2022 (globenewswire.com) (December 2021).