What does it mean to "Prioritizing Client Experience"? To find out, let's look at 3 different scenarios and figure it out, together: 1. Re-onboarding existing clients 2. Onboarding process for new clients 3. Onboarding new/existing clients following an M&A event
Managing Partner
Chief Seconds
Bruce Ditman is the Managing Partner of Chief Seconds LLC, a Professional Services Marketing Consultancy which believes that “Useful is Beautiful” in all things, including your marketing and business. A former CMO of two, top 20 Accounting and Advisory firms for more than 15 years, Bruce has built Chief Seconds to be an agent of change for high-growth and in-transition firms seeking street-tested and results-oriented strategy, consulting and fractional services. Nothing More. Nothing less.
As a part of his most recent leadership team, the firm experienced 3.5 x revenue via a national expansion strategy including more than 15 mergers. Bruce conceived of and implemented game changing event marketing strategy, co-created the first national LGBTQ+ speciality practice in the business, co-created national industry specialization strategies at two firms, launched the first national television and OTT campaign in the category, and more.
It all comes down to communication. If you don't control the discourse with your clients (and your prospects!), someone else will.
For Marketers: After a merger, Marketing can feel like a safe place for folks to air frustrations of all kinds. Don't take it personally - just try to be a part of the solution. For MPs about to sell: Once you sell it...it ain't yours.
Our emcee, Ace Callwood, will wrap up Emerge with a fireside chat with two of our experts. They'll help connect the dots on what you've heard and answer any remaining questions.
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.
Director
Envoy
Ace started his career as a facilitator well before he knew he’d started his career. From hosting the announcements live to his elementary school daily in the 4th grade to starting the peer mediation program for his school in 5th grade, for decades, Ace has been collecting tools for moving conversations forward in pursuit of optimal outcomes for the people he works with. Between age 9 and now, the work has varied, but the core of why he does the work has stayed the same. Ace has built globally recognized tech companies, taught courses on ideation to college students and NASA executives alike, facilitated international NGO strategy summits, designed DEI programs for Fortune 500s, and been the master of ceremonies for awards shows and conferences across the country. Yes, he happens to be a great speaker, but his kick comes from being able to read an audience and draw from them their toughest questions, greatest vulnerabilities, and boldest ideas.
My job at Emerge is driving engagement and energy during our time together, and, fortunately, that's one of the things I love most about my work. I understand the industry, I've had the pleasure of working with some of the folks at AAM in the past, and I've been locked in the same virtual environment as everyone else. All that to say, I'm ready to keep us energized and moving through conversations and excited to be a part of the day!
I'm really excited to bring together some of the brightest minds in the industry and hear their insights on growth through realignment. I'm looking forward to spending the day together sharing ideas and celebrating our work.
| Prioritizing Client Experience & Closing Fireside Chat Recording |
| Prioritizing Client Experience & Closing Fireside Chat Recording |
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |