Know Your Audience—The Professor

“The presentation is yours to lose,” an investment company was told going into a finals presentation. The presenters had every reason to feel confident. The performance numbers were excellent, and the company had recently hired a presentation coach* to...

Bedside Manners for Client Service Professionals

The following excerpt from Blink: The Power of Thinking Without Thinking is reprinted with permission from the author, Malcolm Gladwell. Mr. Gladwell’s exploration of why doctors are or are not sued for malpractice offers invaluable lessons for investment...

Know Your Audience—The Student

Three investment firms, all with strong performance track records and the ability to screen for socially responsible investments, competed for a religious foundation investment mandate. Finalist #1 described the socially responsible screening process—without specific...

Dark Horse Power

We recently asked a top consultant: “How often does the “dark horse”—i.e., the unknown contender—actually win the business?” His answer, “surprisingly often,” holds hope for dark horses everywhere—as well as vital strategic lessons for big-name contenders. Let’s take...