2050 and Client Development - Strategic Accounts Today

Search:

DAY

WEEK

MONTH

YEAR

Select your country:
Sign up | Log in

2050

Client Development

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. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

Business Planning

Business Planning Emotional Intelligence Marketing Management

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

Red Star Kim

JULY 11, 2022

Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021). Everyone commented on the fast pace of development in marketing channels, tools and approaches. 40% Selling (winning new clients). 10% Existing client development. 0% Referrer development. 11% Marketing/BD fundamentals.

Innovation

Innovation Marketing Stakeholders Value Proposition

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

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

Stay Connected