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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. 10 reasons why (kimtasso.com).

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Lean Startup Methodology: What It Is and How to Implement It

Hubspot Sales

However, what worked to build new companies in the 2010’s isn’t necessarily the best course of action in 2020 and beyond. Then, instead of drafting a standard business plan, the Lean startup methodology calls for a business model canvas. This document should summarize your hypothesis, and outline your plan-of-action.