Business Planning Client Development Innovation 
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.
Red Star Kim
JULY 11, 2022
This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Innovate – Be more innovative in M&BD.
SmartKarrot
MARCH 10, 2022
Reduce churn and drive new business growth through innovative practice and metrics-driven strategy. Ensure retention of key clients and growth of their accounts. Identifying blockers to account growth and client development and communicating them to the business.
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