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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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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. However, pro versions like “Essentials” and “Businessplans are available at $19/month and $49/month, respectively. Customer reviews: PandaDoc has a rating of 4.9/5

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Book review: The Strategy Book by Max McKeown

Red Star Kim

I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. I liked his checklist here – balancing governance with engagement – and recommending the use of external facilitators (I’m available for hire! I like that he extends to strategy execution and implementation.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to Ask: Who is on your Planning Team? Questions to Ask: What new needs of customers could you meet?

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How to organize your virtual data room with a data room index

PandaDoc

Virtual data rooms (VDRs) have become pivotal in meeting the demands of executing modern, complex business deals. Inconsistent naming conventions : Proper naming of folders and subfolders in the data room index facilitates easy document search and retrieval, avoiding confusion and delays.

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How virtual data rooms benefit modern investment banking

PandaDoc

Raising capital VDRs provide a secure and organized platform for presenting financial documents, business plans, and other sensitive information to potential investors. Increased deal speed VDR implementation facilitates the due diligence process and, therefore, speeds up the deal closure.

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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?