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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. Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.

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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). Everyone commented on the fast pace of development in marketing channels, tools and approaches. Review case studies of PSF marketing and business development. Meet with BDs to talk through their strategies. 10% Existing client development.