I can be your "concierge" - your "go to" for guidance.
TARGETED INTRODUCTIONS FOR MANAGERS & INVESTORS
I don't consider myself a marketer. However, I constantly meet and talk to both managers and investors about what's top-of-mind and what they need. This puts me in a unique position. If I can "connect the dots" and make an appropriate introduction, I'm here to do so.
MATERIALS
I would be pleased to review your marketing materials with a fresh eye. Sometimes you're so close to them that you can't "see the forest for the trees".
SPECIAL PROJECTS FOR MANAGERS & INVESTORS
Are you a manager launching a new fund? Need some ideas about who to contact for your next marketing trip? Need to plan a breakfast or luncheon presentation for existing or perspective clients?
Are you an investor with a special project or mandate?
CONCIERGE CONSULTING SERVICES
