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

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation. The need to include purpose (i.e.

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How to Measure the ROI of Your Sales Enablement Program

Mike Kunkle

This is a complex topic that is beyond the scope of one blog post, but I will do my best to provide a solid kickstart for you and offer what I hope will be some helpful perspective and good resources to continue to pursue. In this post, I will offer advice about how to measure the ROI of your sales enablement program.

Sales 258
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Future Marketing and Business Development Manager: Connections, Collaboration, Context, Creativity, Cause and Continuous learning

Red Star Kim

Internal clients – Naturally we need to build strong working relationships with our fee-earners. External clients – Then of course we need to build networks amongst potential clients, existing clients and referrers. Marketing is the client’s representative within the firm. Training – PM Forum.

Marketing 130
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What Happens When the Unfiltered Truth Emerges

The Congruity Group

Our client had a strategic account that was in jeopardy, yet they were woefully unaware. The challenges in the relationship that were being felt by this customer flew under the radar because overall, our client was thriving. All in all, life was good. With regard to this customer, life was not good at all. Let’s not wait.

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Avoid the revolving door – Recruiting and retaining marketing and business development professionals in PSFs

Red Star Kim

Where the role is focussed on forging and developing front-line client or referrer relationships this might be a sensible strategy. The Great Resignation arrived somewhat early in the marketing and business development (M&BD) teams of professional services firms (PSF) after Covid. Aims and assumptions.

Marketing 130
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Exploring the Influence of AI on Leadership Roles – an experiment by a CEO

MDI Training

Read this blog post to see the results. Implement strategies: AI can coordinate alignment and coordination of priorities between departments and over time 4. Automation of recurring tasks can also create more time for strategic thinking. Automation of recurring tasks can also create more time for strategic thinking.

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Tips on How to Build Virtual Relationships

Chally

This is the first in a series of video blogs on how to keep your business moving during this time of uncertainty. She’s a longtime collaborator of mine, but she’s on our advisory board. She’s a longtime collaborator of mine, but she’s on our advisory board. Video link. Hi, Blythe.