Speaking & Press
Speaking
Orlando
Less Leads, More Lifetime Value: Think Like a Digital Economist
New York
San Antonio
Orlando
Event: Law School Admissions Council's LSAC Annual Meeting and Education Conference
Topic: "Content Marketing: Coming Up with 'The Big Idea' and How to Fuel Your Marketing Content"
Chicago
Event: Marketing and Product Development Summit
Topic: "Harnessing the Power of Social to Develop New Products and Relationships"
New York
San Francisco
Topic: "Social Care in a Highly Regulated Industry"
Press
Social media marketing is key topic in the registered investment advisory (RIA) space, as many firms struggle to use social media as an effective program in their marketing mix, as well as executing in a compliant manner to eliminate regulatory, brand, and reputation risk.
This story, "Getting Serious About Social," appeared in the December 2015 issue of Real Assets Adviser magazine.
Invited to guest blog on LQ Digital's corporate blog, Insights. This blog post was inspired from a presentation at LeadsCon in 2017 - "From Search Campaign to Lead Qualification & Transfer - Using Data Analytics to Drive Volume."
Read "Digital Advertising Doesn't Always Work (But It Can!) blog post >
As social media programs mature, firms are questioning how to scale the programs to fit the needs of an enterprise with multiple product/service lines of business and the unique needs of multi-national firms.
The Bitly blog team wanted to provide this key piece of content to their digital marketing audience and interviewed me for their story on "How to Launch an Enterrpise Social Media Strategy."
Opening the first social media command center in the money transfer industry, was a ribbon-cutting worthy event.
The mission of the center was to transform the customer experience through data insights gathered by the command center's technology.
The Dallas-based command center was such a success, the company decided to establish a second command center in the Warsaw, Poland operations center.
Case
Study
In 2015 United Capital conducted extensive market research to uncover attitudes around the wealth management and financial planning industry.
Due to this enlightening resarch, the firm created a new category called, "financial life management," and in turn, re-brand the firm.
Part of the rebranding initiative include developing and launching a content marketing strategy using original content and an overhaul of the weekly newsletter.
Marketing Sherpa selected the program for a case study and documented the results, including:
"By integrating original content authored by internal subject matter experts, instead of including only curated content, the digital team was able to increase newsletter engagement by 145% in one year."
Read the full Marketing Sherpa case study.
In order to represent the global brand, MoneyGram needed a local web presence for the more 345,000 MoneyGram agents around the globe.
MoneyGram and CMS vendor, Ingeniux, wrote a case study to document the effort to create, translate, and publish these 100+ country web sites in more than 20+ languages.
MoneyGram participated in a case study with key command center vendor, Brandwatch, one of the world's leading social listening and analytics platforms.
The case study documented the business challenges facing MoneyGram and the successful launch of the social media command center in the Dallas, Texas headquarters.
MoneyGram's social media channels have customers and prospective customers approach the brand with customer care issues.
Community management vendor, Lithium, powers the social care operations. This case study highlights the increase in care volume, while improving response time, which led to being awarded a socially-devoted accolade.