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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. 10 reasons why (kimtasso.com).

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

Red Star Kim

What is the marketing consultant’s approach from the first meeting? How much do you value strategy in the equation? Are you committed to seeing a strategy fully through before engaging in new tactics? Are you open to a strategic brand audit/assessment? Who else has the marketing consultant worked with? Are they certified as marketing experts?

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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!)

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

Red Star Kim

There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Finding ways to meet with people in real time (such as at social events) can help. Make myself more visible in meeting with fee earners.

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Pros & Cons of AI Email in Sales [+Tools to Consider]

Hubspot Sales

Lack of Human Touch “ Human interaction and emotional intelligence relationship-building skills are all essential components of successful sales. Jasper Pricing: Starter plans cost $24 per month. Business plan pricing is available upon request. Here are a few things to watch out for with AI emailing.

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