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...

Does the Presentation Book Matter?

Why the book plays a critical role in building assets The book should be: A framework to guide consistent delivery of your firm’s story A series of clear exhibits with the capacity to ignite intellectual understanding A body of evidence—other than performance...

Research Is a Commodity If…

Here’s our spin on comedian Jeff Foxworthy’s “You might be a redneck if…” series.* We call it “Research is a commodity if…” It is inspired by our suspicion that many investment managers do not treat market research as a...

Strength Through Presentation Adversity

If you often participate in new business meetings, you’ve probably found yourself in at least one of the following tough situations: How do we customize our presentation when we can’t find out anything about the prospect? There is so much information out there to help...