Consulting Services

Strategic Review

Partners & C-suite Executives

  • Key strategic execution recommendations

  • Comprehensive leadership and/or strategy assessments

  • Simplification and transparency of messaging

  • Efficiency and clarity of team decision making

  • Review of competitive landscape and differentiators

  • Assess commercial viability of strategies and relevant distribution channels

Group Training

Investment Team & Marketing Staff

  • Navigating various consulting models

  • Best practices for consultant meetings, finals - and optimizing consulting relationships

  • Deliver a simplified and transparent message

  • Address performance challenges

One-on-one coaching

Investment Team

  • Understand the needs of targeted audience

  • Connecting with clients/prospects

  • “Meet the analyst/PM where they are” to address pitch challenges

  • Mock interviews

  • Feedback sessions

Recommendations for key collateral/marketing deck

Marketing Staff

  • Message designed for specific target market(s)

  • Highlight key competitive differentiators

  • Simplify messaging

Reach out and let’s get started.