Home :: Contact Us :: Site Map
866.922.8733
In The Spot Light

Strategic Database Selection

Efficient and Effective RFP Writing

Back to Basics

GIPS in 2010: Corrections, Carve-outs, and Cash Flows

A Data Map Can Lead to the Road of Consistency

The Route to an Empty Inbox

The Importance of Consultants

Understanding the X's and O's of Wilshire's Investment Manager Database

About Us

Quick Links

Omni Complete

Omni Hedge

Money Manager Databases

Pension Consultants

RFP Searches

For New Subscribers
Join Our Mailing List
2011 - Your Best Finals Presentations!

Keep it simple-the most effective finals presentation book will allow your presentation team to explain in ten minutes why the prospect should choose your firm. If you cannot convey your message in that amount of time, you are including too much extraneous information.

Remember, consultants already have screened your performance, process, product, people, and pricing; you would not be at the finals presentation if you had not cleared those screens. Now it's time to tell your story, not regurgitate statistics. While that information is valuable, it should be relegated to the appendix, not detract from the final pitch you need to get across to the prospect.

One of our clients put it best: "Finals books should remind your audience of what you said about why they should hire you when you were there in person." You want the prospect to look back at your presentation book and remember a great story and a compelling argument.

Resist, strongly, the urge to include prose in any finals presentation. Bullet points (no more than three per page), pictures, graphs, and quotes should support what you plan to say. Think of the book as an "aide-mémoire," rather than the focal point of the presentation--you want the prospect's attention on you and what you are saying.

Finally, do your homework on the prospect.

  • Put their logo on the cover page.
  • Use Google or LinkedIn to learn as much as possible about the attendees.
  • Reinforce what got you to the finals stage and why you fit with their culture, needs, and risk tolerance with sound bites, quotes, and memorable stories.
  • Make an investment--spend some money and bring an excellent presentation book, not one that looks like it just came off the copier.

Be proud of the book you have prepared, be excited about the story you'll tell, and when you get the word that your presentation time has shrunk from 45 minutes to 10 minutes, you'll be just fine.

ABOUT US

An industry pioneer founded in 1998, A.S.A.P. Advisor Services is a marketing support and data distribution firm dedicated to institutional money managers, hedge fund managers, and other financial advisors. On behalf of our clients, we populate and maintain both quantitative and qualitative data on leading consultant platforms, and in well-known traditional and alternative third-party databases. By employing a team of industry experts and leveraging cutting-edge automation technology, we are able to streamline the costly, time-consuming process of disseminating up-to-date, accurate, and consistent firm and product information. In short, we lift the burden of this administrative task from our clients and allow them to focus on more value-added functions within their organizations.

For a free consultation on how we can help you grow your business, please contact Melanie Horvath at 866.922.8733 or at info@evestment.com.

| | Money Managers | | |
Copyright © 1998-2012 by A.S.A.P. Advisor Services, Inc. All rights reserved.
For more information, please call (866) 922-8733 or send an email to info@evestment.com.
Product and company names mentioned herein may be trademarks of their respective owners.
Legal Notices. DMCA.