MODULE 1

VISION & IDENTITY

VISION & IDENTITY

In today’s highly crowded market place - buyers (investors who trust you and need you) are more distracted than ever. Bombarded by over 30,000 marketing impulses per day, it is essential that we help you design your VISION, BRAND and IDENTITY and teach you and your team to communicate this effectively, together with your VIRTUES, SKILLS and EXPERTISE to the right target audience. Your message must be sincere, congruent, useful and highly impactful at all levels so that the prospective client WANTS TO SEE YOU, HEAR FROM YOU AND DO BUSINESS WITH YOU. This is critical.

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MODULE SUMMARY

* Identity - what sets you apart and makes you unique
* Vision – capture, refine, create a compelling vision
* Virtues of the Company, the Founders, the Team
* What problem are we solving for your clients
* Creating a core story / stadium pitch and elevator pitch
* Communicating this Identity, Vision, Virtues and Worth to the rest of the Team and the outside world
* Differentiating your brand in a noisy market place

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Number of
0
Hedge Funds

Total AUM
$0
Hedge Funds

% of that AUM
0%
that goes to top 5%

Leaving
$0
that goes to bottom 95%

thats Average AUM
$0
if remainder is equally divided

% of managers
0%
with <200m AUM

% of businesses
0%
that fail within 18 months

% of businesses
0%
that fail within 5 years

NOT ALL MANAGERS ARE CREATED EQUAL

Trusted advisor, counsellor and coach to many of the world's most dynamic wealth management businesses