Alpha Partners LLC

PRESENTATION STRATEGY & COACHING
Alpha Partners conducts videotaped workshops focused on improving both the content and delivery of new business and client presentations. These sessions help investment firms tell a compelling story with conviction in diverse situations, from an initial meeting with a consultant to a 15-minute final presentation. Participants learn how to deliver the short version of their firm's story, use examples effectively and handle even the toughest Q&A session with assurance. Our written feedback includes positioning strategy and recommendations on how to improve the presentation book.

MARKET RESEARCH
We conduct research surveys to determine the extent to which a client's self-image jibes with external perceptions. Our research has helped our clients answer questions such as "How can we improve client and consultant relationships?" and "How can we improve our closing ratio in final presentations?" We compare internal perceptions (portfolio managers, research analysts, traders, client service, sales and marketing professionals) with outside views (clients, consultants, prospects and lost prospects) to build a true picture of a company's competitive strengths.

POSITIONING STRATEGY & MARKETING COMMUNICATIONS
Alpha Partners helps investment firms define and communicate their competitive advantages in fresh, memorable language. We discourage our clients against hanging their identity on tired, derivative concepts — on language that has lost all meaning because potential investors have heard it over and over again. Instead, we work closely with our clients to capture true sources of competitive differentiation.