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

Red Star Kim

NOVEMBER 13, 2023

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.

Business Planning 147
Business Planning Emotional Intelligence Marketing Management 147
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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

JULY 11, 2022

Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021). Everyone commented on the fast pace of development in marketing channels, tools and approaches. Review our business plan. Review case studies of PSF marketing and business development. 40% Selling (winning new clients).

Innovation 130
Innovation Marketing Stakeholders Value Proposition 130
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