Mid-Sized Accounting Firm

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 served as referral sources.
Value:
The firm reaped benefits from the following:

  • Enhanced visibility – A steady stream of articles, interviews, and profiles, increased the firm’s visibility and reinforced its key-player status in financial services
  • Reinforced credibility – Third-party validation resulting from speaking, and media attention emphasized their credibility and top-market positioning in financial services
  • Leveraging – Using marketing material as communication vehicles, e.g., distributing reprints/eprints, posting on website, etc., extended visibility as well as the “shelf life” of the marketing investment.

Mid-Sized Accounting Firm

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 following:

  • Appointments set with qualified prospects – We increased the number of leads generated and appointments set with qualified prospects.
  • Increased the number of new clients – A number of prospective clients were converted to clients and remained clients of the firm for several years.
  • Increased the number of prospective clients in the pipeline – Keeping the pipeline full is a critical aspect of generating future clients. The program introduced the firm to potential future clients.

Managing Broker-Dealer

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 visibility – A steady stream of articles, interviews, and profiles, increased the firm’s visibility and reinforced its key-player status in financial services
  • Reinforced credibility – Third-party validation resulting from speaking, and media attention emphasized their credibility and top-market positioning in financial services
  • Leveraging – Using marketing material as communication vehicles, e.g., distributing reprints/eprints, posting on website, etc., extended visibility as well as the “shelf life” of the marketing investment.
Berbay Marketing & PR
2001 South Barrington Avenue, Suite 305 • Los Angeles, CA 90025
(310)-405-7345 Fax: (310)-914-4201 • info@berbay.com


© Berbay Marketing & Public Relations 2017 All Rights Reserved.