Marketing

  • Ensure your marketing efforts are strategically focused to capture the niche markets with the greatest potential for your product and service.
  • Create the right blend of marketing strategies to “hit” your target market!
  • Utilize the appropriate color, language, and design for your marketing materials to capture the attention of a specific niche market.
  • Place advertisements in the media most associated with specific niche markets.

Below are listed a number of accomplishments in the area of marketing development.

  • Designed, developed and executed a national marketing presentation on the evolution of technology systems that would drive the business for a 4000 member organization.

  • Designed and implemented workshops on sexual harassment for both managers and employees of a government entity delivering it to all 1100 employees as well as in school districts and other companies. Launched the new phase of the program in April 2004.

  • Created, implemented and executed a regional marketing campaign including training and seminar workshops targeted to the woman investor. Presented the three part series in thirty-three locations across the state to over 5000 women with a 97% retention rate for attendance to the workshops. Over 70 new client relationships were established.

  • Served as an integration manager, merging seven financial service organizations, creating a new national company with over 4500 financial advisors. Established and managed the coordination of task forces that focused efforts on the evaluation of current processes and activities within each company and designed the ideal approaches.

  • Established a sales and business development culture for a community financial institution resulting in all departments of the organization embracing their responsibility that everyone is a marketer. Achieved an increase in new accounts and retention and expansion of the client base.

  • Identified new expansion opportunities for a law firm resulting in the addition of a new office, increased marketing initiatives, and speaking engagements.

  • Created strategic initiatives in marketing and communications, resulting in a new corporate image, brochures, a video tape, and Annual Report for a regional community bank.

  • Created a 64 hour train-the-trainer program on the topic of diversity; graduating 45 facilitators able to deliver the workshop throughout an international manufacturing company.

  • Implemented business process improvement methodology throughout a wealth management organization improving their effectiveness and efficiencies by 20%.

  • Designed and implemented a training curriculum for an organization that supports professional development for 98+ international financial bank members.
     

 

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