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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. The need to include purpose (i.e.

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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. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com).

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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. Have a clear campaign plan.

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

Red Star Kim

Be more strategic – A metaphor: Analyse, join and align the dots Be more strategic – A metaphor: Analyse, join and align the dots At the start of the session we talked about what strategic means to us and how we explain the need for strategy to our internal stakeholders. How would you describe strategy to stakeholders?