EXCELSIOR CAPITAL PRESENTS

Digital Strategies That Drive Success in Family Businesses

Whatever digital experience you’re creating for your end users, make sure it is as efficient as possible. In this episode, Travis Coley, the Managing Director at Whitepenny, shares his insight on the current talent war taking place and how it is forcing businesses to rethink their branding strategies.
Go Beyond Marketing and Create a Better Customer Experience

Podcast: Digital Strategies That Drive Success in Family Businesses

Whatever digital experience you’re creating for your end users, make sure it is as efficient as possible. In this episode, Travis Coley, the Managing Director at Whitepenny, shares his insight on the current talent war taking place and how it is forcing businesses to rethink their branding strategies. He explains how family-owned businesses can remain competitive and attract top talent, as well as why digital marketing is essential for creating a unified customer experience across multiple channels. Tune in now to learn more about what you need to create the best digital experiences!

Leaning on two decades of strategic planning and corporate finance experience, Travis helps advise clients through the lens of gaining a strategic advantage, growth, capital investment, and brand as an asset. He partners with clients to define brand strategy and establish a differentiated market position.

Key Highlights

[00:01 – 11:45] Opening Segment

  • Family-owned and multi-gen businesses need to rethink their brand strategy
  • Focusing on both external and internal audiences
  • Businesses and business leaders need to become content creators
  • The wealth transfer and leadership transition from Gen X to millennials
  • How to create a website that goes beyond a digital catalog

[11:46 – 24:14] Understanding Digital Strategies to Drive Outcomes

  • How to leverage technology, branding, and marketing for success
  • Focus on creating digital experiences for end usersModes of building relationships have changed
  • Questions to ask when vetting a digital vendor/partner
  • Leveraging family businesses’ stories into the digital atmosphere

[24:15 – 34:27] Closing Segment

  • Best practices for auditing, iterating, and AB testing digital experiences
  • Consumers don’t want choice, they want confidence in making the right choice
  • Removing unnecessary activity or hops from the customer journey is key

Additional Links:

The War on Clunk article: https://www.familybusinessmagazine.com/war-clunk 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Mental Wellness and The Workplace

Dive into this episode as Corbitt Huseth reveals the transformative power of physical activity on mental health.

The Founder’s Exit Paradox

How do we find true happiness and connection in a world dominated by success metrics and the relentless pursuit of achievement?

Geothermal Energy Explained

Cindy Taff, the CEO of Sage Geosystems, joins us in this episode to discuss the development of geothermal technology and how it can be used as a viable energy source.

What Does It Take To Set Up An Effective Family Office

In this episode, Richard Jason Wolkowitz discusses how the family office concept has evolved over the years.

what-is-deflation-the-risk-of-deflation

The Risk of Deflation, What Is Deflation?

What is deflation? Deflation occurs when consumer and asset prices decline over time, effectively increasing your purchasing power.

internal-rate-of-return-versus-cash-yield-what's-the-difference

Internal Rate of Return (IRR) vs. Cash Yield: What’s The Difference?

Among the myriad of data points available, there’s two that stand out as key indicators of profitability: Internal Rate of Return (IRR) and Cash-on-Cash Return.

inflation-and-its-impact-on-investors

Inflation and its Impact on Investors

In this inaugural segment, we will focus on the concept of inflation, its potential implications for investors, and discuss how to feel more secure…

is-now-a-good-time-to-invest-in-commercial-property

Is Now a Good Time to Invest in Commercial Property?

In the world of alternative investments, few sectors have garnered as much respect for their stability and long-term appreciation potential as commercial real estate.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205

investors@excelsiorgp.com

w

Livechat

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.