Talk with them not to them. In 2015 we were asked to expand on the successes we had with our 2014 Mobile Tour, and address the needs of the Presidential Market. This is critiacl to our client; Presidents, Deans and Controllers can represent a program valued in the hundreds of millions of assets under mangement. 

We began by changing how we addressed the Presidents. Rather than bring them into a room, stand up in front of them, and show them a powerpoint, we created a forun for dialog, and gave them the opportunity to speak. The results were mind blowing. 

Although our customer facing events were continued from our 2014 Mobile Tour, the over-arching focus was changing. Sponsoring NPR Family Matters created a guided forum for discussion financial planning, and in our other events we established our brand as a backdrop for conversation and engagement.