Ideas live in service to a problem, and I love making connections that form lasting solutions.
2020 AAM Summit- POSTPONED DUE TO COVID-19
Every Word Counts: Craft Your Compelling Brand Pitch to Gain Clarity, Consistency, and Clients with Every Marketing Activity
Marketing is hard. There’s hundreds of choices to be made every day: who to market to, where, when, on what channels, and with what budget? And somewhere in the craziness, someone has to craft the message to be delivered. With all of these moving pieces, so often as marketers we fall back on basic facts to try to in our marketing. We talk about years in business, number of CPAs, clients served, and perhaps some notion of industries we claim expertise in.
The challenge is that none of this really resonates with potential clients. They don’t ultimately care, because that story isn’t about them, it’s all about the firm.
People don’t buy the firm. They buy why the firm will solve their problem and ultimately make them a better person (in whatever way they define that).
What if you had a tool that you could use with every piece of marketing that could help you align your message with your audience and their needs? What if you could pitch your brand effectively and consistently in every ad, every newsletter, every blog post?
That’s what the Brand Pitch is all about. This fundamental tool can help you frame the story of your brand in a way that truly resonates with your clients, in every communication. Why? Because it’s really about them, not just the brand. With a solid Brand Pitch, every interaction with a potential client becomes meaningful and effective. (And it’ll help not just marketing but also in proposals and networking, too!)
In this 90-minute workshop, we’ll uncover the key building blocks of a Brand Pitch. Then we’ll apply your own firm’s uniques to the Brand Pitch to build one that is customized for your brand. We’ll also look at techniques and examples for how to take it from factual to remarkable. And lastly, we’ll look at ways to apply your Brand Pitch in daily marketing and business development so that every communication can be consistent and compelling.
This workshop has been run with hundreds of companies and every single one has benefited from crafting their own Brand Pitch, as they find their messaging and communication more compelling and valuable for their audiences.
Loews Philadelphia Hotel
2020 LMA Tech Midwest Regional Conference
Relationship Marketing: “Dating” Your Potential Clients for Long-lasting Results.
Your customers are human. No one is looking to be treated like a data set, so a good litmus test for inbound best practices is to think of your inbound funnel like the dating process. This presentation will follow a typical inbound funnel process (Attract, Engage, Convert, Delight) with a relationship in mind. If you’re getting inside your audience’s heads, offering them value (as they perceive value) and following up, you’ll deepen customer relationships (and loyalty).
11:30 AM-12:15 PM CST
Swissotel Chicago 323 E. Wacker Dr. Chicago, IL 60601
I have a vast array of soapboxes.
One of my life missions is to help brands resonate with their audiences. Now there are quite a few different aspects to that, but suffice to say that every talk I give is designed to give actionable (and entertaining) advice to leaders who make business happen.
Every Word Counts: Craft Your Compelling Brand Story to Gain Clarity, Consistency, and Customers
Every brand is telling a story, but not every brand is telling the right story. There’s an undeniable temptation to make the brand the hero. In reality, the customer is the hero. The brand should be the guide, taking customers through their struggles to the best possible outcome. In this presentation, we’ll cover why a Brand Story is so necessary for effective brand communication, the fundamental building blocks of a compelling Brand Story, and a proven process for creating one for your brand. Let’s get your authentic Brand Story started!
Relationship Marketing: “Dating” Your Customers for Long-lasting Results
Your customers are human. No one is looking to be treated like a data set, so a good litmus test for inbound best practices is to think of your inbound funnel like the dating process. This session will follow a typical inbound funnel process (Attract, Engage, Convert, Delight) with a relationship in mind. If you’re getting inside your audience’s heads, offering them value (as they perceive value) and following up, you’ll deepen customer relationships (and loyalty). Get relationship marketing advice – book this talk.
6 Commandments for Launching a Startup Brand
This talk is perfect for students or entrepreneurs who are just starting out. I’ll walk the room through the importance of branding and six “commandments” (or practices) to get them started on their own brand. These include important steps like market research, defining purpose and core values, and identifying your minimum viable product. And because I believe in tangible teaching, I also walk everyone through one of Resound’s case studies – allowing them to see branding in action. They’ll learn from the successes and pitfalls our clients have encountered, because mitigating failure starts with good strategy and research. Are you ready for this? Let’s get it on the calendar!
The Value of Values: Craft the Compelling Beliefs that Drive Employee Engagement, Customer Loyalty, and Growth
Yeah, I know. Long title. I was in a competition for the longest talk title…you know I won. This session is all about what your brand needs more than patterns and taglines. You need principles that keep you grounded through the lifetime of your brand – the beliefs that serve as objective guideposts to decision-making. Raise the rallying cry for your team, your customers, and your fans. Your brand values are those things that your business stands for – the thing you’ll fight for no matter what. Everyone in this session will get access to tools that will help them narrow down their business values and a process for gut checking and expanding on what you selected. Let’s talk values! I’m ready when you are.
Get a Personality: Differentiate Your Brand in a Sea of Sameness
Do your customers know what makes your organization different? How about your staff and partners? If you don’t communicate competitive advantage at a brand level, potential customers choose based on a personal connection (or worse…lowest price). In fact, differentiation is one of the hardest aspects of marketing to nail – particularly for small businesses who often boast essentially the same offerings as the big guys. Personality traits (second to values) are the biggest players in brand differentiation. This workshop will help participants flesh them out – to create a human connection with your audience. It’s time to stand apart and be authentic to your organization’s real culture. Schedule a personality workshop.
Brand Naming: The Nine Guidelines to a Great Name
Ah, naming. It’s a huge headache to a lot of people, but it doesn’t have to be! This talk will walk your group through four different kinds of brand names and nine guidelines for a great name. Plus, we’ll walk through the four steps to picking an awesome name (and sticking with it). Participants will learn the meaning of portmanteu, and why you should never put your name to a vote. Learn the right questions to ask during the process, like, “What are core words that have to do with your business services/products/industry. What fields do we deal with? What groups of people do we serve? Who are we targeting? What do we sell? What’s in a name? Guess you’ll have to find out…
(These are only the most recent. Hit me up if you have questions about other talks.)
Legal Marketing Association
Yes, even law firms have marketing directors! And so of course, there’s an association for them. With my experience helping brand and marketing professional services firms (i.e. lawyers and CPAs), I’ve been invited to several LMA local chapters to present on various marketing and branding topics including relationship marketing, brand story development, and digital content marketing.
Arizona State University
Young entrepreneurs need all the help they can get and so I was invited to present to the ASU Venture Devils program. This lesson on the six commandments for launching a startup brand walked student-led startups through the branding process with a look at successes and failures.
Texas Tech University
Young marketers and business leaders need all the help they can get and so I was invited to present to the Rawls College of Business – STEM MBA program (at Texas Tech University). This lesson on the six commandments for launching a new brand walked graduate and undergrad business school students through the branding process with a look at successes and failures.
This session had WordCamp Phoenix 2018 attendees fleshing out their organization’s values and personality traits – the ones that create a human connection.
PHX Startup Week
At #phxstartupweek 2018 I dug deep into the value of values – exploring why and how startups and early-stage businesses should craft the compelling beliefs that drive employee engagement, customer loyalty, and growth.
City of Scottsdale
This session as part of the City of Scottsdale’s Small Business Success education program centered around the fact that customers are human, focused on inbound marketing in the context of relationships.
Private Branding Workshops
Over the past decade, I’ve delivered several dozens of private workshops to a variety of startups, small businesses, enterprise-level organizations, and non-profits. These interactive and practical workshops lead teams through a range of branding and marketing modules to craft their identity, create a robust brand strategy, and master marketing tools to create lasting customer relationships. Contact me for a custom proposal.