Advisors and consultants look for investment strategies that are disciplined and repeatable. Unfortunately, to the detriment of a firm's sales and marketing effort, many portfolio managers do not communicate in a disciplined and repeatable way.
Consider this comic strip:
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| Click for a larger view |
A portfolio manager doesn't have to tell his audience that his process is disciplined and repeatable. But if he talks about the same components of his strategy over and over, his audience will understand his investment strategy and will believe his process is disciplined and repeatable.
This is just one of the lessons from our media bootcamp. If you want to help your portfolio managers deliver messages to their audiences to attract investors, contact me.
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