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How do we help our clients achieve business success?
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Through listening and proactive communication |
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Through customizing solutions to clients' needs and objectives |
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Through teamwork |
One of the hallmarks of Charnley & Røstvold, Inc. is long-term relationships with investment management clients, both on a retainer basis and on a repeat-project basis. Over 75% of our projects are for clients with whom we have worked before. We are proud of the endorsement in the quality of our work which that represents. The best way to begin work with us is to start with a project.
With more than 30 years in business advising investment management and pension consulting firms, if we can't provide the solution ourselves, chances are we know who can. We will refer business to other outstanding consultants in the industry or work in partnership with other experts to meet our clients' needs.
Positioning For the Future
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Assessment of organization - investment capabilities, client service, marketing/sales |
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Business/marketing plan |
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Market intelligence |
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New firm/product launches |
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Turnaround business strategies |
Communicating For Success
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Audit of communications including sales and client presentations, written materials and website |
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Key messages definition |
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Development of presentations |
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Web-based internal and external communications |
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Professional audio/video communications |
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Internal corporate reporting |
Training to Win
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Standards of presentation excellence |
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Training platform design |
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Key messages |
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Multi-dimensional training tools and processes - web-based, DVD/CD, written |
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Strategic coaching sessions |
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Design and coordination of internal sales meetings |
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