CG's PR Manager, Melody Callaway, spoke at the Southeast PRSA Conference in Charlotte on April 9th. She spoke about CG's thought leadership program and the factors to a successful thought leadership program.

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INSPIRED TO HELP YOU SUCCEED www.carlisleandgallagher.com @MelodyCallaway @InspiredByCG
Survey Says: Thought Leadership
@MelodyCallaway
@InspiredByCG

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About CG
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Inspired to Help You Succeed
 Management and
Technology Consulting
Firm
 Founded: 2002
 President and CEO:
Bob Gallagher
 Headquarters:
Charlotte, NC
 Privately held firm
 US office locations:
Charlotte, Chicago, New
York, Los Angeles,
Dallas, Jacksonville and
Phoenix
 Industry Recognition:
Wall Street Journal, New
York Times, Consulting
Magazine, Inc.
Magazine
Company Facts
 Our Focus. Financial services industry
 Our Goal. Leading provider of consulting services to the financial services
industry in North America
 Our Services. Advisory, delivery, and business & technology services
 Our Clients. Seven of the 10 largest financial services institutions in the U.S.
 Our People. Over 10 years of financial services industry and consulting
experience
 Our Results. Solving your most challenging business and technology needs in
today’s highly regulated and competitive environment
 Our Value. Size, experience and approach driving exceptional services at an
exceptional value
INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
@MelodyCallaway
@InspiredByCG

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Client Confidentiality
Financial Services Industry
Program in its Infancy
Competition
INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
@MelodyCallaway
@InspiredByCG
Four PR Challenges to Overcome

4. INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
Positioning as a Thought Leader
4 INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
Leveraging Subject Matter Experts to Stand Out Above the Competition
Using Knowledge
Capital
Go-To-
Spokespeople
Media Training Resident Experts
@MelodyCallaway
@InspiredByCG

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National Consumer Surveys
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Becoming a Thought Leader …
Creating original content
Enabling our SME’s to educate the industry
Developing a SEXY hypothesis
Hiring professionals to analyze your data
Uncovering newsworthy statistics and facts
Standing out from the competition
INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
@MelodyCallaway
@InspiredByCG

6. What go-to-market strategies are you
most likely to use?
Presentations/
SlideShare
Media & Analyst
Relations
Social Media Webinars
Client Events White Papers Infographics Internal
Communications
6 INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
@MelodyCallaway
@InspiredByCGSurvey Says

7. On the Money Media Coverage
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BANKS
JOIN THE
DO-IT
YOURSELF
CRAZE
1 IN 3 WOULD CONSIDER A WALMART MORTGAGE
48% OF
AMERICANS
ARE READY
FOR MOBILE
WALLETS
@MelodyCallaway
@InspiredByCG

8. INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
Results
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@MelodyCallaway
@InspiredByCG
INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.

9. INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
$75,000 per campaign
Creating data that was real and
mattered to the financial
services market
Having reliable spokespeople that
have the flexibility and
willingness to participate
Creating different content form
factors to meet all market
demands
Leveraging the power of
traditional media and new media
The Budget Factor
The Authenticity Factor
The Know-It Factor
The Content Factor
The Social Factor…
9 INSPIRED TO HELP YOU SUCCEED ©2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
@MelodyCallaway
@InspiredByCG
The Five Factors  That Made This A SUCCESS

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@MelodyCallaway
@InspiredByCG