About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Bill serves eBusiness & Channel Strategy Professionals. He specializes in the attitudes and behaviors of mass-affluent and affluent investors; online investing; brokerages, mutual funds, and insurers; financial advisors; financial firms' websites; and customer loyalty. He has helped brokerages, asset managers, and insurers design their websites and understand their market opportunities. His recent reports include "Segmenting Today's Investors."
During his 12 years at Forrester, Bill has led the company's coverage of the financial services industry. He has led research on other industries as well, including media and online advertising. Bill is the author of several Forrester Big Idea documents, including "Customer Advocacy: The Secret To Loyal Financial Services Customers."
Before joining Forrester, Bill spent 14 years designing, building, and running online services for business and consumer users. As a producer-in-chief for the AT&T Business Network, Bill led the design and implementation of one of AT&T's first web-based products. He also led the development and launch of Ziff-Davis Interactive's services for Prodigy.
Before Ziff-Davis, Bill was a vice president and creative director of new product development at Citibank, where he led the development of the user interface and applications for the first full-screen consumer telephone. He also managed relationship marketing for Citibank's PC banking service. Prior to Citibank, Bill helped build and then run Huttonline, the first-ever online service from a full-service brokerage. He was also a researcher and writer at Newsweek.
Bill has been widely quoted in publications including BusinessWeek, The New York Times, USA Today, and The Wall Street Journal. He is a much sought-after speaker and moderator at conferences. As host of Forrester's Financial Services Forum for 10 years, Bill has conducted on-stage interviews with the chairmen and CEOs of dozens of major firms, including American Express, Bank of America, Capital One, Charles Schwab, Citi, Edward Jones, and Vanguard.
Bill is a graduate of Harvard University.
Can anyone recommend a firm for speaker training for analyst briefings and media interviews? I’m looking for someone that has expertise in improving communication skills for those speaking to...
Susan Pullin ran AR at CSC for ten years -- I considered her to be one of the top people in the profession. When she emailed me to say that she was taking a new job at the company, I asked her to...
Are you getting hit with pricing increases for 2011? My Forrester rep has warned me to expect 5% and my Gartner rep has signaled 4%. I haven't contacted IDC yet, but will soon. Are you expecting 2011...

I saw this tweet today and found myself shaking my head. Ah, the off-target emailed press release. (But that's not what I want to talk about today.)I'm more interested in the amusement registered by...
We’re about to embark on some research into analyst tiering and we’d be very interested in your perspective on a couple of questions that will shape any resultant report. At the moment, we’re...
Kevin, You're assuming AR owns content and messaging. In my experience, it's not often the case.
I'm relatively new to analyst relations and have spent the last year or so learning a lot of these lessons the hard way. This is a must read for any new AR professional, whether in a full-time...
The more analysts I talk to about AR "staffing" briefings, inquiries and other engagements like advisory days, I'm convinced we're missing an opportunity. How "present" are you, really? How actively...
Seems that many of us are often faced with a common challenge... how to balance the tactical (business unit) needs versus strategic (corporate) needs of analyst relations. I know that I am often...
I would welcome your point of view regarding Everest Group. I met with Peter Bendor Samuel this week and he told me that about 40% of their revenue is now from syndicated research - what's your point...
It's not a question of one OR the other, rather one AND the other: both Forrester and Gartner are IMHO excellent in their own way.But in allocating finite time and ressources, I'd be curious to know...
Hi everyone, In an effort to continue to improve the community experience and deliver value to all of our members, we have launched a member feedback survey. The survey will take approximately 8...
Strategic Plan: The Industry Analyst Relations Playbook
Analyst relations (AR) managers constantly ask us how to prove the value of their AR programs. Worryingly, so do some of their bosses. Unfortunately, many struggle because they didn't build plans to...

We got a preso yesternite by Ray Wang and Co at the IIAR London Forum: http://analystrelations.org/2012/03/15/more-stars-move-into-the-constellation/Seems like they're about to pull something...
Good advice that applies to analyst strategies beyond major evaluations.
Communications (comms) AR — characterized by programs of outreach to analysts with no clearer view of value beyond this — is weak. It's bad for your company, and, if you aspire to a top...

Customer reference programs are crucial to AR programs that target client advocate analysts — those who guide users and buyers. Yet AR managers report difficulty in connecting analysts to...
We’re weighing what AR could give to a sales force in the form of dedicated sales tools. I recognise that AR can provide research, or research summaries. But I’m wondering what deeper tools AR people...
I want to analyst some new technology without this no one can live and it will be the proper solution also like we were living without the mobile phone but now it becomes the Compolsary same way 5...
Find out in today's IIAR Webinar w/ @techspinR @TrisClarkARGuy / @HKARcade http://is.gd/lupLiS #archat
Numara is looking for a PR & AR Manager based in Tampa, FL. Think you, or someone you know, is up to snuff? Read on! http://numara.iapplicants.com/ViewJob-213615.html
Is there a formalized win/loss analysis at your company? I know many AR professionals would love to be included, to document and benchmark where in the sales process AR efforts manifest - to 'test...
Hello Everyone,Can someone explain or get ideas about the approach to follow with Enterprise Reporting Strategy and its best practices ?Regards,Shyam
Here at Se2 we are just starting to take advantage of research firms, and while we have met with a few analysts the majority of our focus has been on the learn side. After reading this article I've...