Industry Financial Services Client: Mid-Sized Accounting Firm Challenge: Increasing the firm’s visibility and reinforcing its credibility Our Work: We worked with selected partners to “package” their expertise and position them as resource to the media for background or expert commentary, story ideas, and by-lined articles. We also obtained speaking opportunities at financial service firms that Continue Reading...

Industry Financial Services Client: Mid-Sized Accounting Firm Challenge: Generating qualified leads from privately held businesses. Our Work: We implemented a cold-calling lead generation program to generate appointments with qualified targets. We developed the target list, interviewed, selected and trained the telemarketer, drafted the script and monitored the results. Value: The firm reaped benefits from the Continue Reading...

Industry Financial Services Client: Managing Broker-Dealer Challenge: Expanding top-of-mind awareness and name recognition of financial services. Our Work: We attracted media attention with enticing article and story ideas; placed bylined articles; positioned firm management as expert spokespeople; obtained high profile speaking engagements; and, secured relevant rankings. Value: The firm reaped benefits from the following: Enhanced Continue Reading...