Client Services – Mid Market Corporate Clients
The common requests from our mid market corporate clients we receive at Morley & Associates Inc. are:
Strategy day
My Board of Directors wants a strategy day. As the CEO, I need someone with a strategy mindset, strong facilitation skills and understands both marketing and finance to research the issues, pull the materials together, brief the Board members and help the Board and management agree on the future direction of the business.
Strategy process
As the Managing partner, I want a process that enables the top 40 professionals in the firm to develop a 3 three year perspective we can agree on. I want a market strategy person who understands the financial sector to take us through a process that gets every one on the same page.
Leadership conference
Our wealth management firm has its international leadership conference coming up and we need help to ensure the content and speakers are well briefed and coordinated. We are thinking of having a survey to make sure that the conference addresses the issues of concern to attendees in marketing to high net worth clients.
Major project coordination
We are going through a major systems change and upgrade and we are over budget and behind on deadlines. We need someone who can see the big picture and can develop a way to get the departments and outside contractors back on track and at the same time address customer concerns.
Board grid lock
Our Board of Directors is divided on whether to staff up or outsource a major part of our business. We need someone with a both a marketing and financial perspective to help us assess our options from both the customer perspective and the financial tradeoffs.
Better “go to market” approach
Our business growth has stalled. We offer a complex set of professional services and products and it is confusing to clients. We need help to develop a simpler, more effective “go to market approach” and messages.