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

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: 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

Communication and education are required to manage expectations and promote enthusiasm and momentum. A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). Review our business plan. 50% Sector plan.

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Be more strategic – PESTLE, Positioning and Plans

Red Star Kim

At the “Being more strategic” PM Forum workshop a week or so ago, half of the delegates were in management roles. Be more strategic – PESTLE, Positioning and Plans. Law Society Research Report – Future Worlds 2050 (kimtasso.com). Planning resources: Why do you need a business plan? Positioning.

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

Red Star Kim

Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). This also manages everyone’s expectations. At the start of March, there was an online PM Forum workshop on “Being more strategic ”.