article thumbnail

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).

article thumbnail

Leadership, emotional intelligence and teams in change management

Red Star Kim

Leadership, emotional intelligence and teams in change management. Leadership and change The role of leadership and leaders in change management provoked much energetic discussion. The challenges of leadership within a partnership model were explored. The challenges of leadership within a partnership model were explored.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Strategy Software For Business Planning: ClearPoint

ClearPoint Strategy

Turn your business plans into a well-formed strategic plan with ClearPoint. Is your organization currently guided by a patchwork of short-term departmental business plans rather than an overall strategic plan? You have an organizational strategy but business plans don’t necessarily align with it.

article thumbnail

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.

article thumbnail

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.

article thumbnail

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 (..)

article thumbnail

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

Red Star Kim

But in essence it is about whether strategy is developed by a centralised leadership team or by those running the business units or divisions. See also integrated-business-planning-oct12.pdf Some think about a centralised or decentralised approach to strategy.

Marketing 130