Client Development, Communication, Seminar and Stakeholders

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Client Development

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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

SEPTEMBER 29, 2023

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. Key points raised here included the need to reflect client interests, to differentiate and the power of niches.

Marketing

Marketing Stakeholders Digitalization Communication

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

NOVEMBER 13, 2023

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. However, I do use a number of assessment tools in my coaching and development work. Two tools were provided to assist with this.

Business Planning

Business Planning Emotional Intelligence Marketing Management

Strategic Accounts Today

How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

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