Red Star Kim

JULY 13, 2023

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

Management 130

Management Remote Working Acquisition Finance 130

Red Star Kim

AUGUST 7, 2023

Towards the end of June I attended a PM Forum London Committee event on “Harnessing the power of your people”. So I wanted to focus on this aspect of internal referrer management – employee communication and alumni programmes. Both existing and past employees are good sources of recommendations and referrals.

Communication 130

Communication Management Value Proposition Stakeholders 130

Red Star Kim

NOVEMBER 18, 2022

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Red Star Kim

NOVEMBER 13, 2023

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.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

JUNE 15, 2023

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Others may find that the M&BD team is responsible for research.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

FEBRUARY 15, 2024

MBD executives, advisors, managers, client services executives and BDMs from law firms, economics and management consultancies joined a PM Forum workshop on “Coaching and Consulting Skills for Marketing and Business Development”. But coaches resist the temptation to tell.

Facilitation 130

Facilitation Decision-making Emotional Intelligence Acquisition 130

Red Star Kim

FEBRUARY 1, 2024

At the end of January, I attended a PM Forum (with Icon and Managing Partners Forum ) webinar where Alastair Beddow | LinkedIn of Meridian West presented the latest international benchmark results. And Gen AI appears to dominate both management and MBD agendas.

Marketing 130

Marketing Leadership Profitability Digitalization 130

Red Star Kim

FEBRUARY 16, 2023

Dates for future strategy sessions at PM Forum. Renewing business strategy – Case study at Fox Williams Jane Biddell shared the strategy review journey for Fox William (law firm) in PM magazine in Jan/Feb 2023. They used the eight step process of John Kotter in his book “Leading Change”.

Value Proposition 130

Value Proposition Government Facilitation Profitability 130

Red Star Kim

SEPTEMBER 26, 2023

increasingly M&BD professionals play a part on the front line of client contact for example, as account managers) Client concentration? In this case, account managers liaise with the fee-earners. For example, there will be senior M&BD managers who delegate implementation and operations to M&BD executives and assistants.

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

Red Star Kim

MAY 11, 2023

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications – 2020 (kimtasso.com) ) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

Management 130

Management Co-Creation Publishing Leadership 130

Red Star Kim

DECEMBER 14, 2022

for a day workshop on “Future Marketing/BD Manager” with PM Forum. Future Marketing/BD Manager – Build your personal brand and increase your strategic contribution. Prepare to be a manager (next year). Management capabilities. Learn how to manage others. Act as a manager. Be more confident.

Marketing 130

Marketing Management Interpersonal Skills Profitability 130

Red Star Kim

MARCH 7, 2023

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners.

Marketing 130

Marketing Management Emotional Intelligence Leadership 130

Red Star Kim

APRIL 17, 2023

The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars. As we progressed through the analysis and planning stages of a referrer management plan, I was reminded of Henry Mintzberg’s model of “Diagnosis.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

DECEMBER 18, 2023

In early December we welcomed 15 delegates to a PM Forum “Be more strategic” workshop. The result was that often leads generated by marketing were not tracked through the pipeline and sales process managed by fee-earners. The delegate aims, views and key takeaways are shown below.

Marketing 130

Marketing Strategic Thinking Artificial Intelligence Stakeholders 130

Red Star Kim

SEPTEMBER 29, 2023

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. This also supplemented research into how performance could be improved.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

AUGUST 31, 2023

Connected expertise – to help us perform as one team 67% success rate in tenders The firm offers two diplomas – in clinical risk and claims management (established in 2000) and in housing which is endorsed by the Chartered Institute of Housing (from January 2023).

Marketing 130

Marketing Leadership Government Logistics 130

Red Star Kim

MARCH 1, 2024

At the recent Training – PM Forum on “ Buy-in, engagement and stakeholder management ” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. Manage expectations Clarity about what we hope to achieve will help to manage expectations.

Stakeholders 130

Stakeholders Decision-making Emotional Intelligence Communication 130

Red Star Kim

SEPTEMBER 5, 2023

In 2020, I published Essential soft skills for lawyers (kimtasso.com) Training for marketing and business development (M&BD) professionals For over 15 years I have created and delivered training for M&BD professionals (Beginner, Intermediate and Advanced) through PM Forum.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147

Red Star Kim

OCTOBER 25, 2023

It has the potential to transform client communications, fast-track the generation of research and thought leadership and fuel content management campaigns. I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference. Another valuable AI-powered tool for the MarTech armoury.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Red Star Kim

AUGUST 18, 2022

Some see it as the overall process covering marketing, selling and relationship management. But in reality the majority of fee-earners are seeking someone to manage an operational (and mostly reactive) service. Potential recruits will obviously want to know that you are a successful, well-managed firm. Strategy or service?

Marketing 130

Marketing Digitalization Investors B2C 130

Red Star Kim

JUNE 1, 2023

In May we welcomed delegates from legal, accounting and consulting firms at manager and executive levels to a PM Forum workshop on pitching. There is more information on branding theory Book review – Managing Brands (kimtasso.com). A key theme that often arises in pitching is how to differentiate.

Value Proposition 130

Value Proposition Innovation Marketing Media 130

Red Star Kim

DECEMBER 7, 2023

This book review was published in Magazine – PM Forum way back in 2008. However, NLP (Neuro Linguistic Programming) has arisen a few times at recent training workshops so I thought I would publish the review as a blog post. Book review – Can we start again? Can we start again? Published by Noggin £14.99

Emotional Intelligence 130

Emotional Intelligence Publishing Communication Negotiation 130

Red Star Kim

MAY 3, 2023

At the recent PM Forum workshop on stakeholder engagement and buy-in there was an interesting mix of delegates from law, accountancy and actuarial firms from across the UK and Ireland and even China. Work roles varied across marketing, business development, PR, internal communications, events, digital and graphic design.

Stakeholders 130

Stakeholders Digitalization Communication Decision-making 130

Red Star Kim

SEPTEMBER 8, 2023

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles.

Procurement 147

Procurement Value Proposition Finance Artificial Intelligence 147

Red Star Kim

APRIL 5, 2023

So here are two 2023 benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe. I regularly review and summarise benchmark reports for law, accountancy, property and consultancy businesses. It’s interesting to compare the results from the two benchmarks.

Finance 130

Finance Profitability Management Remote Working 130

Red Star Kim

NOVEMBER 1, 2023

At the recent PM Forum workshop on “Selling processes and sales skills for marketing and business development professionals” we focused on sales and selling challenges in professional services. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Red Star Kim

JUNE 7, 2023

I was delighted to return to Dublin to lead an in person training workshop for PM Forum Ireland on “ Being more strategic” with delegates from law, accountancy and consultancy firms. We considered strategic thinking, business strategy and marketing and business development strategy.

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

Red Star Kim

AUGUST 24, 2023

He has also been a management consultant, a marketing director and a financial journalist. And there’s a pragmatic guidance on pitching, pricing (six things clients consider, a table of alternative fee structures ) and a simple project management methodology. About the author Christopher Stoakes was originally a lawyer.

Finance 130

Finance Government Profitability Banking 130

Red Star Kim

MAY 16, 2023

At the PM Forum half day workshop on “Impact, assertiveness and effectiveness” there were delegates from law, intellectual property and accountancy firms. Some felt these skills weren’t taught at university and others wanted help to develop their roles and grow personally.

Communication 130

Communication Brainstorming Decision-making Marketing 130

Red Star Kim

NOVEMBER 22, 2022

Further creativity techniques are explored at a workshop on “Boosting problem-solving, creativity and innovation skills” at the PM Forum. There’s further information on client service management : Managing client service in surveying and property partnerships – Kim Tasso. Risk – Assess the risks and rewards.

Brainstorming 130

Brainstorming Innovation Client Relationships Marketing 130

Red Star Kim

MARCH 24, 2023

Dates for future sessions are shown at PM Forum. Nearly 40% said the majority of their time was spent supporting M&BD executives and managers. Many reported that most of their time was work such as tactical marketing promotions , client and referrer relationship management and internal marketing.

Marketing 130

Marketing Digitalization Communication Media 130

Red Star Kim

SEPTEMBER 26, 2022

Last week I was joined by a group of marketing and business development (M&BD) Assistants (and some Executives) from law, accountancy, actuarial and consultancy firms for a half day PM Forum workshop on “Practical and professional skills for Marketing and Business Development Assistants”. 22% pitches and tenders. 11% research.

Digitalization 147

Digitalization Media Marketing Communication 147

Red Star Kim

AUGUST 30, 2022

Product management. Marketing strategy – reviewing the latest resources in strategy, brand and marketing innovation to support my part-time tutoring – see Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com). Professional Marketing Forum Conference 2021 PM Forum (kimtasso.com).

Marketing 130

Marketing Digitalization Insurance Communication 130

Red Star Kim

MARCH 17, 2023

Recently, I was struck by how many of my marketing manager apprentices – who are generally in mainstream marketing – highlighted the metaverse and experiential marketing in their trends presentations. But there are some interesting metaverse developments – mostly from the management consultants and largest accounting and law firms.

Marketing 130

Marketing Transportation Leadership Digitalization 130

Red Star Kim

JULY 11, 2022

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Communication and education are required to manage expectations and promote enthusiasm and momentum. We also considered channel management strategies for referrer and referrals management.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. It’s great that people have a vested interest but it can be hard to manage and get a final sign off”. 56% of the delegates had marketing qualifications.

Media 130

Media Marketing B2C Stakeholders 130

Red Star Kim

OCTOBER 17, 2022

Marketers from law, accountancy, engineering and property firms joined a PM Forum workshop to share ideas on how to improve our writing. It’s built into many content management systems (CMS). we looked out at the iconic building (nicknames including The Vase, The Boomerang and The Beer Gut). Easy to read.

Remote Working 130

Remote Working Communication Internet Decision-making 130