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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. Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.

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Enterprise Account Management: Crafting the Perfect Playbook for Large-Scale Clients

SmartKarrot

Designing an Effective Playbook for Large-Scale Clients Developing an effective playbook for managing large-scale clients helps in driving consistent account growth and sentiment. Orchestrated connects with different customer stakeholders in a structured way goes a long way in meeting the desired growth objectives.