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Creating a Compelling Investment Story

By: Sondhelm Partners
Harvest Exchange
December 20, 2017

Creating a Compelling Investment Story

any asset management firms I work with ask me to review their marketing and sales strategies, pitchbooks, collateral materials and website content to find ways to improve them. Beyond the stale look, I often find “marketing symptoms” that point to a much larger malady—an outdated, undifferentiated, or poorly communicated investment story.To address these issues, I recommend eight strategies firms can use to get their stories straight.



Originally Published at: Creating a Compelling Investment Story