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

Red Star Kim

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. Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment.

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May 09 – Customer Success Jobs

SmartKarrot

Represent Customer Success at leadership and executive meetings to deliver organization value proposition to drive new business and positive outcomes. Engage with new top prospects, understand their pain points, and facilitate appropriate resourcing to help them achieve success with Vision6.