tag:blogger.com,1999:blog-3441881490261696065.post8689165880345441953..comments2023-07-15T07:07:28.124-04:00Comments on Investment Writing: Creating Pitch Books Without Losing Your Mind… a SequelSusan Weiner, CFAhttp://www.blogger.com/profile/00489970722019978871noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-3441881490261696065.post-48507562499698071332012-03-23T12:44:00.928-04:002012-03-23T12:44:00.928-04:00Yes I have many, many examples—projects completed ...Yes I have many, many examples—projects completed for directors of sales, directors of new business development and/or CMOs. These sales support materials are printed and given to prospective clients ... high net worth and institutional. More importantly, the presentations must work well in the audio-visual room for a full conference table or on a laptop for one-on-one meetings. For example, high net worth baby boomers want to SEE how to manage their investments through retirement and want printed evidence of your multi-generation wealth management recommendations. <br /><br />My approach to content development (messaging and graphics) depends on a firm's investment recommendations, services and client base. <br /><br />Check me out on LinkedIn for a partial client list, skill sets and experience profile. Call if you want examples. I enjoy sharing ideas and fielding questions.Margaret Patterson Companynoreply@blogger.comtag:blogger.com,1999:blog-3441881490261696065.post-51178864802941122882012-03-22T16:03:37.575-04:002012-03-22T16:03:37.575-04:00Do you have an example of the pitch book I have ne...Do you have an example of the pitch book I have never seen it used before. steven.paquin@gmail.comAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3441881490261696065.post-85464031330861239722009-01-21T11:38:00.000-05:002009-01-21T11:38:00.000-05:00THIS IS SUSAN, POSTING MARGARET'S RESPONSES TO PAU...THIS IS SUSAN, POSTING MARGARET'S RESPONSES TO PAUL'S QUESTIONS<BR/><BR/>Good morning Paul,<BR/><BR/>P'S Q: <BR/>I think there's "custom" and then there's "mass customization". I mean it's one thing to change page order or a few items on a few pages, but otherwise, if one designs a marketing collateral system that's "modular" you can provide a seemingly high level of customization without a whole lot of headache. <BR/>M'S A: <BR/>Good point about mass customization. This article refers to customizing your pitch book(s) for a presentation to a specific prospect. Your firm benefits by discussing how the recommended strategy(ies) remedy that prospect's unique concerns. Their capital needs (short and long term) are measured. They seek to meet those objectives within realistic risk parameters. <BR/> <BR/>P'S Q: <BR/>And, then, as you suggest, there's a bunch of stuff you can also provide additionally -- before or after a meeting, like commentaries, performance, and standard pricing... <BR/>M'S A: <BR/>strategy fact sheets, your firm overview, invitations to client round tables, etc. <BR/><BR/>P'S Q: <BR/>And, here's a question for you, what are your thoughts on including performance and/or pricing in a pitch?<BR/>M'S A:<BR/>Performance - Absolutely. 1-,3-, 5-, 10-year and since inception. Yours, peers and benchmarks. Firms often omit short or long term results that aren't so good, but prospects will not let you off that hook. They will ask. Not a crisis, market conditions may have put you and competitors in the same predicament.<BR/> Pricing - Not in your printed pitch book. After all, fees for large accounts are often negotiated.Susan Weiner, CFAhttps://www.blogger.com/profile/00489970722019978871noreply@blogger.comtag:blogger.com,1999:blog-3441881490261696065.post-49141643165440466762009-01-16T16:26:00.000-05:002009-01-16T16:26:00.000-05:00Paul,Thank you for your comments on my blog. Excel...Paul,<BR/><BR/>Thank you for your comments on my blog. Excellent point about designing a modular system. I'll make sure Margaret sees your question.Susan Weiner, CFAhttps://www.blogger.com/profile/00489970722019978871noreply@blogger.comtag:blogger.com,1999:blog-3441881490261696065.post-50167015640103268282009-01-12T16:05:00.000-05:002009-01-12T16:05:00.000-05:00I think there's "custom" and then there's "mass cu...I think there's "custom" and then there's "mass customization". I mean it's one thing to change page order or a few items on a few pages, but otherwise, if one designs a marketing collateral system that's "modular" you can provide a seemingly high level of customization without a whole lot of headache. <BR/><BR/>And, then, as you suggest, there's a bunch of stuff you can also provide additionally -- before or after a meeting, like commentaries, performance, and standard pricing.<BR/><BR/>And, here's a question for you, what are your thoughts on including performance and/or pricing in a pitch?<BR/><BR/>paul_escobar@ssga.comAnonymousnoreply@blogger.com