Our News

It was budget time and we did the planning, reviewed the trends, read the research, analyzed the customer base, and developed a plan that reallocated spend and strategy to reflect the way customers expect us to interact with them.

The only thing missing, according to Gartner, is an integrated approach to marketing and management - which they report increases return on marketing investment by 50%.

Why, then, are fully 95% of marketers not using an integrated approach?

Download the article Five Hacks for Integrated Marketing Success to learn what is standing in the way and five 'hacks' to get your marketing efforts integrated across channels and internal touch points.

Companies of all sizes are addressing their roles as responsible corporate citizens. For some, it is a matter of mission from their inception. For others, the realization that there are tangible and intangible benefits to 'doing good' is the compelling force.

Benefits can include:

  • Better Reputation
  • Increased Employee Satisfaction
  • Increased Customer Loyalty
  • Better Investor Relations
  • Improved Access to Capital
  • Maintaining the License to Operate
  • Higher Profits

Download the complete article: Social Responsibility - The Business Case, which provides a thorough introduction to the benefits of social responsibility and offers research to support each point.

Westover Strategic Advisors can help businesses understand the implications of social responsibility; from strategy through the implementation of social responsibility programs. Give us a call so we can help you put your plan into motion.

perkinsPerkins Law office manager, Keri Fagan, joined a handful of other RVA small business owners and entrepreneurs at One Million Cups, Richmond this morning. Joe Herbert and Jillian Wood from Westover Strategic Advisors gave an insightful presentation highlighting the key elements investors look for in your pitch deck. Take away point – condense you pitch as you would condense a tweet, short and concise but all around informative! Always do your homework and leave the investor wanting more.

If you are a start up in the area looking to take your business to the next level, contact Westover Strategic Advisors for fractional hires and/or advisory services.

See original article here

profileInterested in learning more about how Westover Strategic Advisors can help your take your business to the next level? 


Download our Company Profile now.

10 key10 Key slides for your investor pitch deck. Learn about the must have items.


Download Now

bizsense logoRICHMOND, Va. — The recent sale of a local tech company has spawned a consulting practice that lists that same firm among its initial clients.

Former DriveFactor Inc. CFO Joe Herbert has launched Westover Strategic Advisors, a firm aimed at helping small- to medium-size companies with finance, marketing and public relations needs.

Westover Strategic consists of five consultants: three in Richmond, including Herbert, and two in Connecticut.

Herbert, who has 30 years of experience in financial management, said he launched the business in those two markets because he has ties to both. In addition to companies he worked for in New York and Connecticut, Herbert spent the last three years as the senior financial officer for DriveFactor, which was purchased in a $22 million deal in April by Illinois-based CCC Information Services.

westfair logoFAIRFIELD, Ct. — Fairfield town resident Joe Herbert has started a consulting firm for companies who can't afford full-time executives but can still benefit from their expertise.
Herbert officially launched Westover Strategic Advisors in Fairfield and Virginia. Westover provides fractional hires and advisory services in finance and accounting, marketing and human resources.

"I found that there was a real need for outsourced senior people to help small to medium-size companies," Herbert said. "If they need a CFO but can't afford one, we work with them on a project basis or two days a week. Same for marketing and HR."

Herbert has a background developing business plans and financial models for both small early stage private companies and larger publicly traded firms. He was CFO at the Virginia startup DriveFactor, an insurance technology company, for three years until it sold in May. Prior to that, he was the managing director and CFO of Greenwich Associates, a professional services firm based in Stamford.

Living in Connecticut for 35 years, he said he has connections in the area and has seen a demand for the services his firm offers.

Westover consultants have worked with companies across all industries — from VC backed, early stage startups to privately held family owned businesses. The team consists of five consultants with a combined experience as CFOs, controllers and marketing and HR leaders.