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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

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).

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Managing Partners’ Forum Strategy Summit

Red Star Kim

Thanks to the Managing Partners’ Forum Strategy Summit at haysmacintyre earlier this week.

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The 12 Best AI Assistants for Sales Teams

Hubspot Sales

AI sales software refers to a category of tools that leverage artificial intelligence (AI), natural language processing (NLP) algorithms, and machine learning (ML) to streamline the sales process. For example, Vonage, a global leader in cloud communications, partnered with People.ai How do AI sales assistants work?