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

Red Star Kim

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. 10 reasons why (kimtasso.com).

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What is the Difference Between a Business Plan and a Strategic Plan?

OnStrategyHQ

It is not uncommon that the term strategic plan and business plan get confused in the business world. While a strategic plan is a type of business plan, there are several important distinctions between the two types that are worth noting. A Strategic Plan vs A Business Plan.

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits. Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Both to maintain service levels and underpin growth strategies.

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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

See also integrated-business-planning-oct12.pdf 31% Yes 69% No Techniques used most by delegates: An annual business planning process that is led by practice areas SWOT analysis (sectors and territories) SMART objectives Persona research Market research to shape tactics Where is your main strategic focus?

Marketing 130
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Leadership, emotional intelligence and teams in change management

Red Star Kim

And this requires more than excellent internal communications Book review: Influential Internal Communication by Jenni Field (kimtasso.com). A key part of successful change management is engaging with employees Change management and Employee engagement (kimtasso.com).

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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

This requires you to listen carefully to what is being said and to observe non-verbal communication that might suggest that there is something else to consider. A good example of a limiting belief comes from running. When people didn’t believe a person could run a mile in under four minutes – this became a limiting belief.

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

Red Star Kim

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. 50% Sector plan.