Red Star Kim

NOVEMBER 13, 2023

This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further information – as promised – to some of the questions posed by delegates. Private client management and marketing: Business plans, recruitment, assessments and automation.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

JULY 11, 2022

A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com).

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Red Star Kim

AUGUST 1, 2023

Package up the information and guide the discussion in bite-sized pieces to retain their attention. Use a series of mini-workshops to tackle the M&BD planning process in small sections: marketing planning process into a professional service firm (kimtasso.com) Piggy-back – Most fee-earners engage in other planning activities.

Decision-making 130

Decision-making Marketing Business Planning Management 130