Client Services

We began this company with two questions. Could we have a leadership role in business development for not just one, but several investment management firms simultaneously? Our resolute answer is yes. Every successful business owner that seeks to serve multiple clients must answer this question well. An investment consultant must work profitably with two, three and twenty different pension plans or foundations. An investment manager serves even more clients. How does a marketing and sales company achieve scale efficiencies? Second, we want to be important to our clients today and for many years to come. That is, can we locate and work with a short-list of investment managers whose aspirations equal our own?

 


WE WORK WITH
INVESTMENT MANAGERS TO:

+ Handle consultant relations and direct sales
+ Refine the communication with target referral sources
+ Identify the drivers of returns and clarify the message and competitive edge
+ Develop a sales/marketing plan
+ Enhance presentation materials

INVESTMENT RESEARCH

In addition, we perform research on a variety of asset classes. 
Our business plan mandates that we:

+ Constantly seek to understand the building blocks of returns across asset classes
+ Tactically work with investment managers in overlooked asset classes
+ Are forward looking in our research efforts


 

For each investment client we seek to:

  • Clarify their product’s competitive edge
  • Handle all direct sales to a select list of prospects
  • Manage consultant relations
  • Grow the meeting count
  • Understand the prospect’s evaluation and hiring process
  • Motivate action items for each pipeline opportunity
  • Prepare and participate in finals
  • Improve closing skills
  • Assist in the refinement of the strategic sales plan
  • Maintain close communication with executives
  • Lead a weekly sales meeting with the CEO
  • Track progress quarterly

CONNECT WITH US     |      (310) 424-5757     |     jdesantis@saipus.com



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