SUCCESS STORIES


  LAUNCH

LAUNCH

 CRISIS

CRISIS

 PRESENTATION SKILLS

PRESENTATION SKILLS

Launch

  • Background: A prestigious group of investment professional are launching a new investment firm with a unique angle
     
  • Challenge: Breaking through a crowded field so that the business can grow.
     
  • Solution:  Created messaging, a logo, a website and a presentation deck that highlight the unique nature of this terrific firm and it’s differentiated approach.
     
  • Results:  Clients and prospects recognize that this firm has a unique and successful approach to investment management.

Crisis

  • Background: A firm that can’t afford to have a reputation for executive turnover is about to part ways with a high-profile executive.
     
  • Challenge:  Employee morale and potential client departures could hurt the bottom line.
     
  • Solution:  By crafting strong messaging and ensuring that employees understood the rationale for the separation and the go-forward plan, the firm was able to communicate clearly with clients.
     
  • Results:  Even though the executive departure news was difficult, clients appreciated the clear and proactive communications.  

Presentation Skills

  • Background: An investment manager isn’t adept at explaining his investment process to clients and prospects.
     
  • Challenge: Clients threaten to fire the manager and new business opportunities aren’t successful.
     
  • Solution: Working with the investment manager and sales team, we created clear messaging for the manager and worked with him to deliver his perspective in a clear and compelling way. Plus, we helped him successfully navigate Q&A sessions. He uses his messaging in client meetings and also in finals presentations and internal meetings.  Crisis averted!