Summary: When it comes to marketing yourself or your firm, it seems every guidebook or consultant mandates the now-common “elevator pitch” and “value proposition” summaries. But the fact is, investors looking for a new advisory relationship will want much more before making a decision—it’s called due diligence.
 Unlike an institutional due diligence process that emphasizes sterile facts, an adviser should personalize these key messages to reach the prospect’s mind and heart; both must exist for a professional relationship to flourish.”Kirk Loury, president, Advisable Wealth Engines |
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