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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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Managing Partners’ Forum Strategy Summit

Red Star Kim

Thanks to the Managing Partners’ Forum Strategy Summit at haysmacintyre earlier this week.

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13 best invoicing software to facilitate your payment process in 2022

PandaDoc

It’s a universal fact that businesses only function if they’re being paid for their goods and/or services. Invoices facilitate making those payments occur. It also explores other tasks, such as expense tracking, time tracking, management reporting, double-entry accounting, etc. are just some of the added benefits).

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The Partner/Channel Manager Role—and How It's Changed In The Last 10 Years

CoSell

Curious how the partner/manager role is changing? These days, we’re hearing how many partner/channel managers feel pressure to drive sales directly. These days, we’re hearing how many partner/channel managers feel pressure to drive sales directly. Classically, the channel manager focused on sales account planning with partners.

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Customer Development Model (CDM)

Flevy

Company Building concentrates on constructing the organization to facilitate growth and implementing the business plan. You can download in-depth presentations on this and hundreds of similar business frameworks from the FlevyPro Library. This step stimulates demand and uncovers prospective customers.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

Play Watch the video Free Strategic Planning Guide Overview of the Strategic Planning Process: The strategic management process involves taking your organization on a journey from point A (where you are today) to point B (your vision of the future). A good strategic plan dictates “how” you travel the selected road.

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How virtual data rooms benefit modern investment banking

PandaDoc

Choose the right VDR provider for your team by pairing platform capabilities with your specific needs around contract management, document workflow, permissions access, and guided contract signing. Increased deal speed VDR implementation facilitates the due diligence process and, therefore, speeds up the deal closure.

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