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War Stories

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.

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

A Tale of Two Strangers

All Consultants Are Not Created Equal

Asked and Answered

Beware False Customization

“But You All Sound Exactly Alike …”

Call On Me … I Know!

Creating an Attentive Environment

Know Your Audience—The Chauvinist

Know Your Audience—The Professor

Know Your Audience—The Student

Let’s “Just Talk”

Low-Tech, High-Touch

On the Merits of Throwing Away the Script

Research Builds Blueprint for Winning Finals

Research Can Impart 20/30 Vision

Small Details, Big Consequences

The Deciding Vote

The Visitation from New York City

Time on the Phone Saves Time on the Plane

Time’s Up!

What You Don’t Learn On The Golf Course …

When Bringing in the Big Guns Backfires

You Can Judge a Book by Its Cover

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