So, you’ve gone through a merge or acquisition and your firm has new clients AND new services AND new geographies to market in. How do you introduce your brand to your new clients? How do you introduce your new services to your legacy clients? It doesn’t have to be daunting. Join this session to walk through a playbook on how to chart a path towards successful integration.
Director, Consulting Marketing
Armanino LLP
Travis Bradshaw has a 16-year career in marketing and has been involved in professional services marketing for more than half of that time. Over the past 10 years Travis has led marketing teams at two separate top-20 accounting firms charged with supporting the go-to-market strategy for each firm's consulting divisions. This includes customer acquisition and retention, market research and analysis, managing the creation of tools and instituting processes necessary for the client service team's success.
Travis has real passion for connecting with people through a human-to-human (H2H) marketing approach. Businesses don't make decisions - people do! At the end of the day, we are all humans. Instead of talking about your firm's expertise and accolades, try telling a story, capture emotion - make your client's pain the "villain".
I've been through several M&As and I can tell you they present many challenges and opportunities. It's important to stay focused on the end game and not get lost in the fray. I'm excited to share some of the things I've picked up along the way to keep that focus.
When it comes to integrating new services or clients to your firm, have patience, clean your data and communicate often.
| Marketing Your New Services or Capabilities Recording |
| Marketing Your New Services or Capabilities Recording |
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
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| 1+ | $0.00 |