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View the article online at http://citywire.co.uk/wealth-manager/article/a603816

Gatekeeper: how to pitch to Mike Sargeant of Reeves

by David Campbell on Jul 13, 2012 at 00:01

Gatekeeper: how to pitch to Mike Sargeant of Reeves

Mike Sargeant is a senior manager at Reeves Financial Planning. He is a member of the company’s Investment committee and is responsible for the due diligence process for investment solutions and products.

Reeves Financial Planning, Chartered Financial Planners, is a part of Reeves & Co LLP, one of the major accountancy and financial services firms practising in the South East. The company is able to provide the financial planning together with the advantages that come with being part of Reeves, the national accountants known for their award-winning tax expertise. Reeves combine these complementary skills to provide a comprehensive financial planning service.

How to pitch

Be clear about what you are presenting and have a thorough understanding of the subject. Be straightforward and honest in your approach and have the confidence to deal with questions in an open and honest manner. 

How not to pitch

A poorly prepared presentation will immediately lose interest. It is surprising how many managers appear to be poorly trained in the art of making presentations or do not seem to have rehearsed how to get their message across.

Likes

Dealing with people who are prepared to spend the time required to find out about our business and the needs of our clients. Managers who are able to apply that information and demonstrate how they can help us achieve our objectives.

Dislikes

The seemingly endless amounts of marketing material sent by post or email promoting the latest idea from the marketing team. The amount of frivolous corporate gifts or promotional gimmicks sent to firms at the expense of investors.

Final word

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