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Insights for Investment Marketing and Sales Professionals

How to Excel During Q&A | August 2025

“That’s a great question!” is a ubiquitous statement that often precedes not-so-great answers. Failing to simply answer the question, hesitating, rambling, being defensive … all are behaviors to avoid during Q&A. This issue of Excess Returns considers how investment company professionals can turn the Q&A into the best part of an already stellar presentation.


For additional marketing and sales insights, see War Stories and Art & Science.

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