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

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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15+ Interview Questions for Consultants [+ Sample Responses]

Hubspot Sales

My clients typically come to me for help with [Problem or Challenge]. For example, I recently worked with a software company to [Achievement 1] and [Achievement 2]. I have a proven track record of helping clients develop practical and sustainable solutions that consider cost-benefit." I'm excited to see where that goes."