Creating a compelling story for one of our funds
"In a world flooded with funds and financial products each one needs a story. To be able to stand on its own feet and justify its existence.
Noel came in and presented a workshop on communication to our sales, marketing and client service teams. Looking at it through the eyes of your client. What matters to them.
He helped deconstruct our messaging about one of our funds. Showing us where it was all about advisers and their client’s needs. He helped us put it together with a story and proof points that would mean something to our audiences.
Helping our bdms helps our clients – financial advisors – to present a compelling story to their clients.
Noel played a huge part in the successful establishment of Fidelity in Australia and it showed in the workshop.
Practical, nuanced and credible. It challenged a few of us but it's resonating with our clients and more importantly theirs.
Damian Crowley Director of Distribution Pengana Capital