2050, Acquisition, Client Development and Stakeholders

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2050

Acquisition

Client Development

Stakeholders

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

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

Red Star Kim

JULY 11, 2022

There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com). Ten top takeaways on stakeholder engagement and buy in (kimtasso.com). Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021).

Innovation

Innovation Marketing Stakeholders Value Proposition

Strategic Accounts Today

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

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

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