Sunday, October 1, 2023
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Charnley & Røstvold
Tips from the Pros
Perfect Your Team Presenting Skills

Power Introductions
Use anecdotes
Give personal endorsement
Avoid straight biography

Passing the Baton
Do not be obvious
Practice transitions
Ask if there are any questions

Verbal Signals
Avoid all physical/written signals
Use same signals all the time
Limit use to twice per presentation

Allow it to happen to you
Be succinct/relevant

Monitor audience and team members
Communicate with facial expressions/body language

Correcting Misinformation
Do so only when significant
Be subtle
Be comfortable
Accept corrections
Get back to prospect

Ask for questions before delivering your close
Be pertinent to prospect's objectives
Be brief
Summarize benefits
Tell prospects you appreciate their business
Our Insights In Detail
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by Charnley & Røstvold

Research & Views

Recommended Reads

2009 Book: Investment Management

Industry Resources

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