Red Star Kim

NOVEMBER 13, 2023

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

JULY 11, 2022

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Innovate – Be more innovative in M&BD. 50% Sector plan.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

SalesGlobe

JULY 9, 2021

The key to countering these opposing forces is good planning on the right priorities for customers and the company. Planning for your customers means incorporating change methodology that includes: Clear articulation of a new value proposition. Identifying in advance risks and mitigation plans.

Finance 52

Finance Value Proposition Sales Innovation 52