Book, Business Planning and Client Development

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

Red Star Kim

NOVEMBER 13, 2023

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.

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

PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and business development. Review our business plan. Review case studies of PSF marketing and business development. 40% Selling (winning new clients).

Innovation

Innovation Marketing Stakeholders Value Proposition

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

Red Star Kim

AUGUST 1, 2023

38% M&BD theory and fundamentals 25% M&BD planning process 38% Overcoming M&BD planning issues Where is the greatest challenge in your M&BD planning? multiple choice) 43% Sales funnel/pipeline/opportunity management 43% Awareness/Engagement/Conversion/Loyalty/Advocacy 43% Where Now?

Decision-making

Decision-making Marketing Business Planning Management

Strategic Accounts Today

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

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

Stay Connected