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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. Two tools were provided to assist with this.

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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

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. Differentiation is a critical aspect of professional services marketing and is no different in personal brands.

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

Red Star Kim

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. This means that we often fail to discover and respond to client interests and needs. It lacks a pull or client-centric approach. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com).

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How to engage fee-earners in the M&BD planning process?

Red Star Kim

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. A company goes to an external agency (or its internal marketing team) for help to develop more business. Ask questions.

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Strategic Account Management

ProlifIQ

The team’s expertise and knowledge help in navigating complex organizational structures, understanding customer dynamics, and building strong relationships with stakeholders. By leveraging data, market research, and customer insights, account managers can make informed decisions, identify growth opportunities, and mitigate risks.

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15+ Interview Questions for Consultants [+ Sample Responses]

Hubspot Sales

In one of my first jobs, I helped to develop a digital marketing campaign for a small business that grew its revenue by 15% within eight months. I have a proven track record of helping clients develop practical and sustainable solutions that consider cost-benefit." Why are you the best person for this position?

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Customer Centric Growth Amid COVID

Revegy

Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Stay engaged with your key stakeholders, remind them that you’re by their side for the long-haul and that you will adapt to meet their changing needs.