Sales Tips from the Trenches
War Stories are a collection of true stories based on the experiences of investment marketing and sales professionals. Click on any story below or let us hear from you if you would like to share a war story of your own.
The Visitation from New York City
Research Can Impart 20/30 Vision
Research Builds a Blueprint for a Winning Finals
Know Your Audience — The Professor
Know Your Audience — The Student
Know Your Audience — The Chauvinist
You Can Judge a Book by Its Cover
Time on the Phone Saves Time on the Plane
All Consultants Are Not Created Equal
Small Details, Big Consequences
On the Merits of Throwing Away the Script
Creating an Attentive Environment
What You Don’t Learn On The Golf Course…