SERVICES
" If you are explaining, you are losing."
....Deborah George, frequently
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Marketing Program

I am best known for putting managers on the map. As your independent marketer, I create and execute a comprehensive targeted marketing plan for your firm and your separate account strategies.
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Throughout my career, I have concentrated on establishing mutual respect and confidence with sophisticated institutional Clients and their Managers of Managers, Consultants and other Advisors – important and powerful allies for a new or undiscovered firm.
​My program effectively makes me an extension of your staff, so you can dedicate your time and focus on managing the portfolios. The marketing program includes:
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Analysis of your strategies
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Robust presentation design
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Coach presenters
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Arrange meetings and calls with prospective Clients, Managers of Managers, Consultants and Advisors
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Represent the firm at conferences
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Supervise all aspects of database entries
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Compose initial RFP/RFI responses
When clients sign on, I maintain responsibility for ongoing client service and managing the relationships.
Presentation Design

A firm has only one chance to capture a client’s, consultant’s or advisor’s attention with an effective introduction and a presentation that resonates. To be effective, you must be remembered, and people remember stories better than statements. Messaging is critical to your firm's success.
The best stories contain these attributes*:
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Simplicity
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Surprise
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Significance
​I create your unique story. This includes:
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Analyze the performance using your software
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Define your ‘edge’—the firm’s unique strength
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Frame your story simply with an element of surprise or interest
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Convey the significance of the edge
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Design graphics, charts and tables to illustrate strengths
Then I “polish" your presenters:
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Coach your team in both individual and team presentations
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Indentify strengths and focus on differentiators
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Tackle objections and ‘drills’ responses to difficult questions
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* Captivology, The Science of Capturing People’s Attention, by Ben Parr

Strategy Launches

Ready to launch a new strategy? The mark of GEMS' work is a pitchbook and presentation that demonstrates:
The " 3 Cs " of Marketing:
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Clear
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Concise
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Compelling
and has all of the characteristics described in the section on
presentation design.
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We work with developed managers and emerging managers, and we can work WITH your in-house or third party marketer to sharpen the messaging around new strategies.
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A new strategy will be accepted more quickly if it is seen as a natural extension of your existing capabilities.
A strategy launch includes:
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Analyze the performance using your software
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Relate the new strategy to your existing offerings
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Design the presentation
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Target the market
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Coach the presenters
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