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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. And looked at how such tools might be applied to both web site SEO strategies and other digital marketing strategies.

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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
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Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

Red Star Kim

Look to the business plan and departmental plans. Prepare a strategic M&BD plan. You might consider: What’s important to your senior management team? What’s important to your fee-earners? What’s important to your clients? Where can I have the biggest impact? What are our goals? Strategy forces us to make choices.

Marketing 130
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Update on marketing and business development (M&BD) team structures

Red Star Kim

Or their focus may be on digital and predictive analytics. Increasingly, firms are looking at e-commerce and developing digital products that can be purchased or subscribed to via web sites. They have created central change management teams who pull in specialists from various business functions (e.g.

Marketing 130
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Lean Startup Methodology

Flevy

Traditional Startups demand that the entrepreneurs formulate a comprehensive 5-year Business Plan. The approach that traditional startups typically adopt is a linear, effort-intensive, and costly process that necessitates in-depth reflection, planning, and execution with minimal customer interaction and feedback.

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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. And co-create a plan. Why do you need a business plan?

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Geographical and psychological distance can seem larger when in a digital space. Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits).

CRM 130