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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.

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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. We also considered channel management strategies for referrer and referrals management. Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021). 40% Selling (winning new clients).