New Business Development Breaking the social dance
Invesco Global Consulting shares a script designed to help prospect within your social circles for potential clients.
New Business Development
Showtime
Preparing for the spotlight: When it’s time to tell your story to prospective clients
If you have a great story to tell, then you need to know how to tell it. Whether you rely on a pitchbook, presentation, or conversation to win new business, your story needs to be concise, compelling, and consistent, and it needs to be told with conviction and skill.
“Showtime” is specifically designed to help high-net-worth (HNW) and ultra-high-net-worth (UHNW) financial professionals refine their stories for prospective investors, institutions, and multi-generational families.
The key teaching points are based on over 2,000 presentations with more than 250 HNW and UHNW institutional teams, and on the largest study ever done on the language of financial services.1
Showtime trailer
Footnotes
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1
Source: Invesco Global Consulting database, Dec. 31, 2001 through Dec. 31, 2017
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