What makes for a truly effective legal or financial services website? If you want your site to play an active role in growing your business, it’s not just striking visuals you’re after. Remember, your website is a communications tool first and foremost. What you say to your prospects (both directly and indirectly) is of utmost importance. Which means your website’s…
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An M&A deal is an exciting opportunity to quickly expand your financial services firm’s capabilities and market share. If you’re pursuing a merger or acquisition, the deal itself may be a no-brainer. But the process of actually integrating two firms into a single, cohesive entity? That part isn’t so simple. In fact, an M&A deal represents a distinct period of…
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As a marketing leader, you understand the value of your professional services firm’s brand better than anyone. Your brand, properly wielded, has the power to elevate your position in the marketplace and act as an evergreen driver of new business. Depending on your organization’s level of marketing sophistication, you may have had to work hard to earn brand buy-in from…
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If yours is like most financial services firms, your team of analysts relies heavily on PowerPoint decks to deliver key presentations to clients and other stakeholders. These presentations are a critical part of how you do business, but the decks themselves may seem like a minor detail in the grand scheme of your brand identity. Yet when you think about…
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No one person can be all things for all people. Most of us accept this truism when it comes to individuals. But too many professional services firms fall into that very trap by portraying themselves as jack-of-all-trade generalists. They pride their firm on being able to do it all. Unfortunately, in the world of professional services, a wide-open positioning is the same…
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