- 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.
- 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.
- 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!