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Stacy Havener
Home
Personal Branding
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Podcast
About Me
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Work with me
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  • Personal Branding,
  • Leadership,
| 11/12/23

What Fund Managers Underestimate When They Start a Boutique

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“Stories are working great in investor meetings Except we’re struggling with one thing...” 😖 An awesome founder / fund manager shared that with me Their struggle? 𝗧𝗵𝗲𝗶𝗿 𝘀𝘁𝗼𝗿𝗶𝗲𝘀 𝘄𝗲𝗿𝗲 𝘁𝗼𝗼 𝗹𝗼𝗻𝗴 It’s a
Want better meetings with investors? 💲 Don’t perfect your pitch. Flip your script. Here’s how. Pitch this, pitch that, pitch slap 😖 Help investors go from ‘ow’ to ‘wow’ 𝟯 𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗪𝗮𝘆𝘀 𝘁𝗼 𝗙𝗹𝗶?
Simple tweak to engage more prospects 1 thing boutiques can do for big impact 🌟 Your biz needs a face, a heart, and a soul 💗 This theme was a thread in a keynote speech I gave a few weeks ago I saw it visibly hit home with the audience Why? Bec
Investors aren’t looking for the same old same old Want more clients? Here’s how to stop hating on niches 𝟯 𝗿𝗲𝗮𝘀𝗼𝗻𝘀 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 / 𝗳𝘂𝗻𝗱 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗵𝗮𝘁𝗲 𝗼𝗻 𝗻𝗶𝗰𝗵𝗲𝘀 (let’s flip this) 🤑 1️⃣ 𝗔𝗹𝗹 ?
The Number 1 Mistake Investment Boutiques Make? You can’t out-Blackrock Blackrock 😘 But you can David the Goliaths The number 1 mistake boutiques make is fundamental You are using a sales and marketing playbook that wasn’t built for yo

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Havener Capital Partners is an Institutional Division of Compass Securities. Securities offered through Compass Securities Corporation, Member FINRA/SIPC; 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 02184; T: 781-535-6083

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