Ditch the Pitch with Stacy Havener
You got the first meeting. You walked out sure it went great. Then the second meeting never came, and you can't figure out why.
It happens to asset managers all the time. Most try to fix it by booking more first meetings, but a second-meeting problem isn't a math problem. If the meetings themselves aren't working, more of them just means more prospects who say "keep me posted" and go quiet. And as the firm grows past the founder, the story gets told by more people, in more ways, with less visibility into what's landing.
In this session, Stacy Havener, founder of Havener Capital Partners and host of the Billion Dollar Backstory podcast, joins Diana Cabrices, Chief Evangelist at Jump, to dig into what moves a prospect from the first meeting to the second. Stacy has raised more than $8B for new and undiscovered funds, leading to $30B+ in follow-on assets, and she'll share the same frameworks her team teaches growing asset managers today.
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What you’ll learn
- How to tell your firm's story so it still sounds like you when eight different people are telling it
- Why it's time to ditch the pitch, and what the behavioral science says about who should be doing the talking in a first meeting
- The signals that really predict a second meeting (hint: it isn't how many fact sheets you sent)
- How AI and a real sales funnel give a lean distribution team structure, without adding headcount
Who should attend
- This webinar is for founders, heads of distribution, sales leaders, wholesalers and marketing leaders at growing asset management firms.