Red Star Kim

NOVEMBER 13, 2023

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.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

JULY 11, 2022

Communication and education are required to manage expectations and promote enthusiasm and momentum. A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). Review our business plan. 0% Referrer development.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

SmartKarrot

FEBRUARY 16, 2023

For your clients, develop strategic account and customer success plans, and track their progress towards predetermined objectives and outcomes. communicating regular updates and significant milestones to senior leadership. Establishing and strengthening relationships of trust with senior stakeholders.

Customer Success 19

Customer Success Account Planning Client Development Stakeholders 19