Services
Services
Finals Presentation
Preparation
When it’s all on the line in important finals, intensive, custom preparation can tilt the odds in your favor. What you find out about the prospect’s issues, your ability to speak directly to those issues, articulating your investment approach to hit the prospect’s hot buttons, rehearsing and enhancing your presentation – all strongly impact success.

In the last three years, EDH has been on the Finals Prep Team for over $14B in aggregate assets won…almost always under very tight timing deadlines. EDH has tons of experience and ideas for helping your finals presentations shine and getting you across the finish line first!
Use EDH to cut through the noise and connect in important finals.
Use EDH to cut through the noise and connect in important finals.
Finals Presentation
Preparation
When it’s all on the line in important finals, intensive, custom preparation can tilt the odds in your favor. What you find out about the prospect’s issues, your ability to speak directly to those issues, articulating your investment approach to hit the prospect’s hot buttons, rehearsing and enhancing your presentation – all strongly impact success.

In the last three years, EDH has been on the Finals Prep Team for over $14B in aggregate assets won…almost always under very tight timing deadlines. EDH has tons of experience and ideas for helping your finals presentations shine and getting you across the finish line first!
Three Reasons to Retain EDH to be on Your Finals Prep Team
1
In-depth review and enhancement of your planned messaging
EDH provides detailed feedback of your finals presentation book including, but not limited to:
  • Outstanding questions to clarify with the prospect/consultant
  • What resonates about your messaging
  • What isn’t resonating…needs work
  • Ideas for customizing presentation content to the specific situation
  • Personalizing presentation content and delivery so the prospect feels “these people are really speaking to me and my needs”
2
Observation and in-depth critiques of mock finals presentation(s)
EDH plays the role of the prospect in mock finals rehearsals. This is a great discipline to get your presentation team members in synch and well-prepared. EDH provides fast-turn-around critiques that are chock-full of ideas for strengthening your team’s scripting and delivery.
3
EDH’s Proprietary “Virtual Presentation Best Practices”
Many finals presentations will remain virtual for the foreseeable future. In response to the pandemic, in 2020 EDH conducted extensive interviews with Asset Owners and Consultants to identify keys to making effective virtual presentations. EDH shares these keys with you.
Three Reasons to Retain EDH to be on Your Finals Prep Team
1
In-depth review and enhancement of your planned messaging
EDH provides detailed feedback of your finals presentation book including, but not limited to:
  • Outstanding questions to clarify with the prospect/consultant
  • What resonates about your messaging
  • What isn’t resonating…needs work
  • Ideas for customizing presentation content to the specific situation
  • Personalizing presentation content and delivery so the prospect feels “these people are really speaking to me and my needs”
2
Observation and in-depth critiques of mock finals presentation(s)
EDH plays the role of the prospect in mock finals rehearsals. This is a great discipline to get your presentation team members in synch and well-prepared. EDH provides fast-turn-around critiques that are chock-full of ideas for strengthening your team’s scripting and delivery.
3
EDH’s Proprietary “Virtual Presentation Best Practices”
Many finals presentations will remain virtual for the foreseeable future. In response to the pandemic, in 2020 EDH conducted extensive interviews with Asset Owners and Consultants to identify keys to making effective virtual presentations. EDH shares these keys with you.