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Charnley & Røstvold works exclusively with asset management firms and pension consultants.
How do we help our clients achieve business success?
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Through listening and proactive communication |
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Through customizing solutions to clients' needs and objectives |
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Through teamwork |
One of the hallmarks of Charnley & Røstvold, Inc. is long-term relationships with investment management clients. Over 75% of our work is for clients with whom we have worked before. We are proud of the endorsement of the quality of our work, which that represents. The best way to begin work with us is to start with a project.
Positioning for the Future
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Assessment of organization - investment capabilities, client service, marketing/sales |
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Business/marketing plan |
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Market intelligence |
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New firm/product launches |
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Turnaround business strategies |
Communicating for Success
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Audit of communications including sales and client presentations, RFPs, RFIs, DDQs, written materials, websites, and social media |
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Key messages, proof exhibits and client benefits |
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Presentation refinement |
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Transition or event communications |
Coaching to Win
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Best Practices in Preparation, Presentations/Meetings, Client Service and Debriefing |
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Multi-Dimensional Coaching Programs |
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Team final presentations |
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Due diligence meetings |
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Client retention or cross-sell meetings |
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Questions and Answers |
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Client conferences |
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Design of Internal Sales Meetings |
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