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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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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits. Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Both to maintain service levels and underpin growth strategies.

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The Employee Coaching Process from Start to Finish

CMOE

The objective is to establish a safe and supportive environment for open communication. For example, instead of saying, Your attitude is negative, try, Recent communication issues have impacted team morale. Lets discuss how we can improve communication and collaboration. Have you clearly communicated your values and motivations?

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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

This requires you to listen carefully to what is being said and to observe non-verbal communication that might suggest that there is something else to consider. A good example of a limiting belief comes from running. When people didn’t believe a person could run a mile in under four minutes – this became a limiting belief.

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Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

Red Star Kim

Look to the business plan and departmental plans. Prepare a strategic M&BD plan. Other teams did equally well in their role play with great non-verbal communication Non-Verbal Communication (NVC) – the basics (Video) (kimtasso.com) and the GPT (Guinea Pig Test). What’s important to your fee-earners?

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Referrer Management – Capacity and Capability

Red Star Kim

And co-create a plan. Why do you need a business plan? 10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!) The first is to allow team members to play to their strengths.

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Strategic Life Planning: Jean St. Pierre’s $100 Million Journey

Strategic Planning and Management Insights

Jean shares his compelling story of building a $100 million business, losing it all, and then rediscovering his path through deep introspection and strategic planning. The conversation is packed with valuable insights for entrepreneurs aiming to achieve business success while maintaining a balanced and fulfilling life.