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/