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

Red Star Kim

We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. The need to include purpose (i.e.

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Two 2023 financial benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe

Red Star Kim

increase in support staff JMW Solicitors LLP shared why client care is at the heart of their firm, and explained how their dedicated client care team ensures the best service for existing and potential clients Retaining staff in a competitive market – T otal salary costs as a percentage of fee income also increased, rising by 0.4%, from 58.5%

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28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

Red Star Kim

I’d known him for many years and send my condolences to his family and friends ), Sally Saadeh (JLL) and Moira Slape (Chief People Office, Travers Smith) answering deep questions: How do we own our careers? Sometimes I have also presented sessions. The latest conference was reported in the winter edition of PM Magazine.

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10 Trends – Annual International Marketing Benchmark by PM Forum and Meridian West

Red Star Kim

Over 70% anticipate a downturn in the economy in 2023 compared to 2022, but respondents believe that professional services will be more resilient than other sectors. 43% Lack of skills and talent. The importance of the lack of skills and talent – whether in candidates or existing staff – is an interesting observation.

Marketing 130
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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29 th 2022. He opened the day with a show of hands on how we were all feeling about the future. This article was published in the latest edition of PM Forum Magazine.

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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. This article is a summary of the conversation and key takeaways from a workshop in London for MBL. Set SMART goals.

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How 700 Sales Organizations Are Fighting the War for Talent

SalesGlobe

We’re entering 2023, and organizations are navigating the post-Covid effects on sales, supply chain, and how we work. Despite recent corporate layoffs, the war for sales talent is raging on. Think about your end goals as an organization regarding the current war for talent. What Are You Doing? Let’s talk about your organization.