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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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Context and curiosity drive commerciality and pricing

Red Star Kim

As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles. Project management, innovation and technology also play an increasing role. Advanced Marketing Management: Principles, skills and tools (kimtasso.com) considers empathic pricing.

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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. And we touched on ideas to integrate vertically and horizontally through the value chain. Prepare integrated campaigns. 60% Where now?

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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 ”.