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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. The need to include purpose (i.e.

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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

The processes to obtain and analyse data, engage all stakeholders, consider the options and implications, make choices and be pragmatic about implementation. See also integrated-business-planning-oct12.pdf See also integrated-business-planning-oct12.pdf We looked at some ways in which this could be achieved.

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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Be more strategic – A metaphor: Analyse, join and align the dots Be more strategic – A metaphor: Analyse, join and align the dots At the start of the session we talked about what strategic means to us and how we explain the need for strategy to our internal stakeholders. How would you describe strategy to stakeholders?

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Update on marketing and business development (M&BD) team structures

Red Star Kim

Artificial Intelligence (AI) The impact of AI on M&BD teams in professional services is still being explored. In essence, there is support for 25 offices and there are two teams: Business Development (BD) and marketing (communications with a regional focus).

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