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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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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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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.

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Referrer Management – Capacity and Capability

Red Star Kim

And co-create a plan. Why do you need a business plan? 10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!) The first is to allow team members to play to their strengths.

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Managing Partners’ Forum Strategy Summit

Red Star Kim

My takeaways from the insightful facilitators and panellists were: Recruitment of lawyers is down on previous years whereas business support is up Increase in tax hires in law firms Increase in marketing roles (exceeding 2019 numbers) Whilst training/learning roles shrunk compared to 2019 there was an increase in employee relations roles Legal sector (..)