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

Red Star Kim

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. 10 reasons why (kimtasso.com).

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

Red Star Kim

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021).

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Be more strategic – PESTLE, Positioning and Plans

Red Star Kim

Law Society Research Report – Future Worlds 2050 (kimtasso.com). Commerciality – Finance, pricing, innovation and research (kimtasso.com). Specifically, a M&BD team may need far more detailed plans than fee-earners who will prefer a high-level summary showing the main actions required. Positioning.

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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Black Swan thinking (unknown unknowns) may help here: Be more strategic – Strategy in a post-Covid19 world (kimtasso.com) All strategies and plans should contain a risk analysis and the most common risks to consider were thought to be: Internal Financial risks Cybersecurity (technology risks) Loss of key people (directors/staff and clients) Innovation (..)