Best Practices Guide

Recently formed investment companies and established global firms alike will find inspiration in the Alpha Partners Presentation Best Practices Guide for Asset Managers. The Guide provides straightforward advice on how to win business through the power of a strong story well told.

Commissioned by one of our clients to train a global sales and marketing team, Alpha Partners retained the copyright to the Guide and now uses it to prepare participants for presentation strategy and coaching sessions. The Guide provides a framework for developing an institutional-quality presentation and explores 20 presentation best practices in depth, including “Be Specific—Prove It” and “Sharpen Your Focus on the Audience.” While this primer focuses on the presentation, it has broad application to all investment marketing initiatives.

The Guide can be purchased directly or used in conjunction with a training program.