The Dispatch

Win Business

Are You Winning Business With Your Investment Proposal?

Are you making compelling investment proposals that win business in competitive situations? The investment proposal should in most cases be at or near the end of the process. The client should be sold on you as an advisor, leaving the investment proposal as the client's final confirmation that they have the right advisor. Keep it brief, high level and impactful. Don't make it complicated or you will confuse the client or introduce unwarranted concerns. The investment presentation should be one page. Keep all the detail in your back pocket to be pulled out as needed, which in most cases will not be necessary if the investment proposal is understandable and consistent with the client's stated objectives, financial circumstances and risk tolerance. Advisors who think they must impress clients with lengthy, detailed, complicated presentations with big words are making a mistake. Let us help you win business by having our advisor presentations team put your best investment portfolio ideas in a powerful one-pager with your logo.