Preparing for High-Quality Remote Video Interviews

Prepare for your zoom interview Are you ready to create captivating video content that showcases your brand and connects with your investors? This guide provides tips and recommendations to ensure you're prepared for your interview and that the captured footage is optimal for video production. Read more »

How to Stop Email Tag (and Rules to Confirm the Meeting Faster)

Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence. Unfortunately, many boutique asset managers inadvertently complicate the process of scheduling meetings by getting caught up in unnecessary email tag, resulting in a loss of urgency and missed opportunities. Do this instead. Read more »

Developing a Personal Backstory that Resonates with Clients

Investors and potential clients crave a deeper understanding of the person managing their money. They want to know what shaped their values, what inspired them to pursue a career in asset management, and what personal experiences have influenced their investment strategies. This is where a personal backstory comes in. Read more »