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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. The need to include purpose (i.e.

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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com).

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Cracking the Consulting Code: Top 10 Innovation Frameworks

Flevy

FlevyPro is currently used by 100s of consultants and business executives. Based on sales and downloads of the FlevyPro frameworks , here is what we found to be the top 10 Innovation frameworks used by management consultants.

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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Be more strategic – A metaphor: Analyse, join and align the dots Be more strategic – A metaphor: Analyse, join and align the dots At the start of the session we talked about what strategic means to us and how we explain the need for strategy to our internal stakeholders. How would you describe strategy to stakeholders?

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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? What senior leadership members and key stakeholders are included?

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How Can We Shift Our Business From Transactional Product Sales to Anything as a Service?

SalesGlobe

The key to countering these opposing forces is good planning on the right priorities for customers and the company. Planning for your customers means incorporating change methodology that includes: Clear articulation of a new value proposition. Identifying in advance risks and mitigation plans.

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