CLIENT: Wealth management research, training and consulting firm CHALLENGE: Nation’s largest training, coaching and consulting firm for elite financial advisors needed to expand client base, particularly among high net worth wealth managers and top producers at leading financial institutions SOLUTION:  Overhauled the organization, formatting and site navigation for the “Press” landing page on the firm’s Web

CLIENT: Consulting and marketing communications firm CHALLENGE: Firm serves niche professional market and must rely heavily on its principals to develop business and serve clients. Firm’s business was not scalable because principals had a finite number of “billable” hours and work product too specialized to be outsourced or completed by junior staffers. SOLUTION: After conducting

CLIENT: Venture-backed, early-stage business intelligence software company CHALLENGE:  Complex business intelligence software was developed by company’s tech-trained founders before testing its feasibility in the marketplace.  Early marketing collateral and sales materials were laden with tech-speak rather than on benefits for its target customers global pharmaceutical, medical device and bio-tech companies.  Suffered from big disconnects its technology

CLIENT: Technology-oriented weekly television program     CHALLENGE:  A nationally syndicated public television program, could not rely exclusively on sponsor underwriting to cover staffing and production costs. SOLUTION: We worked closely with producers and show marketing director to develop a paid-subscription companion newsletter that featured bonus coverage and behind-the-scenes commentary from popular show host and

CLIENT: Newly launched e-commerce portal for financial professionals CHALLENGE:  Needed qualified traffic  ASAP to national professional association’s organization’s multi-million dollar investment in the portal which had nearly 1,000 compliance guides, manuals and continuing professional education products to sell. SOLUTION: We negotiated low-cost broad-right content licensing agreements with leading news, information and data providers. Negotiated for portal

CLIENT: B2B publisher, Web site and event company  CHALLENGE: Publisher covers a variety of complex finance and technology topics that are undergoing dramatic change as a result of global financial crisis, mergers and rapidly changing product offerings. Due to recent restructuring, company’s sales team generally young or new to the financial/technology marketplace and needed to be

CLIENT: Startup publisher of B2B magazines, directories, Web sites, newsletters, events CHALLENGE: Needed professional business plan, operating plan and financial projections in order to obtain early stage financing. SOLUTION: In close consultation with founders, we drafted original business plan, including operating strategy, financial projections, management discussion and analysis and non-legal portions of private placement memorandum. Over past

CLIENT: Financial magazine with related Web sites, custom research and conferences  CHALLENGE:  Publisher (and parent company) with global reputation for journalistic excellence and C-level audience demographics anchored to print-based, brand-oriented sales model. As a result, its ad page rates were significantly higher than its nearest rival and roughly 10-times higher than its own digital and

CLIENT: Wealth advisory firm ($500m AUM)   CHALLENGE: Firm’s longstanding weekly video blog had excellent production values and covered hot topics. But, viewership and engagement had been disappointing. SOLUTION: By working closely with the firm’s senior partners and marketing team, HB developed a text-based companion to the v-blog that quickly summarized the video content without repeating it. We