Billion Dollar Backstory

"Ditch the pitch" is easy to say.


But it's hard to do when you're staring at a calendar invite and realizing you've been leading with the deck for years. 


And you start thinking, “Okay, if I'm not presenting, what am I actually doing in there? Am I just… winging it?”


Nope. In this Story Snack, Stacy’s breaking down what your meetings will actually look like once you put the deck aside and why ditching the pitch is probably a lot easier to pull off than you think. 


Listen in to learn:

  • How the typical pitch backfires in meetings
  • Why the allocator should always be the hero of the meeting
  • The meeting structure that works from a behavioral science standpoint 
  • How that structure actually removes the pressure to perform 

This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.


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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Creators and Guests

Host
Stacy Havener
Founder/CEO @ Havener Capital Partners | $30B AUM for boutiques w/ The Billion Dollar Blueprint™ | Story-led sales & marketing for founders, fund managers, and teams

What is Billion Dollar Backstory?

Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours.

Presented by:
Ultimus Fund Solutions // www.ultimusfundsolutions.com
GemCap // www.geminicapital.ie

@stacyhavener // www.billiondollarbackstory.com