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.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

JULY 11, 2022

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. This means that we often fail to discover and respond to client interests and needs. It lacks a pull or client-centric approach. And many firms look to overseas markets for growth. across the firm.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

SmartKarrot

JUNE 21, 2021

Be proactive in strengthening existing relationships and creating new ones to maximize acquisition, retention, and up-sell. Review and propose process improvements that drive client and market penetration. Drive events, below-the-line activities and represent the client in industry forums to drive awareness.

Customer Success 10

Customer Success eCommerce Value Proposition Advertising 10

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98