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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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Be more strategic – PESTLE, Positioning and Plans

Red Star Kim

Preference for digital/virtual meetings. Law Society Research Report – Future Worlds 2050 (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. Planning resources: Why do you need a business plan?

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

Red Star Kim

This short article explains why humans are so good at noticing patterns (and even better than AI algorithms) and outliers: Why the Human Brain Is So Good at Detecting Patterns | Psychology Today Join the dots We take our data, information and insights and talk to people in our firm in meetings and workshops.

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

Red Star Kim

Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021). PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and business development. Review our business plan. Meet with BDs to talk through their strategies.