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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.

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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Innovate – Be more innovative in M&BD.

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Mar 10 – Customer Success Jobs

SmartKarrot

Reduce churn and drive new business growth through innovative practice and metrics-driven strategy. Ensure retention of key clients and growth of their accounts. Identifying blockers to account growth and client development and communicating them to the business.