“Ugh… I’m going to sound like a broken record.”
If you’ve felt that in a 2nd or 3rd meeting, you’ve probably had the urge to “freshen up” your story just to keep it interesting.
In this episode, Stacy breaks down why that instinct can backfire.
She’s digging into what actually matters in follow-up meetings, especially when new people join, when the sales team thinks “we already covered that,” and when you’re tempted to improvise a whole new version of your story.
Listen in to learn:
- Why “repetitive” might be a you problem (not a them problem)
- Why you don’t want your story to shift too much between meetings
- The simple test for whether you should “run it back” (even in a 3rd meeting
- How to tee up repetition without it feeling awkward
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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Ops shouldn’t be.
Meet the team that makes it easier. |
billiondollarbackstory.com/ultimus- - -
Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at
billiondollarbackstory.com/gemcapWhat 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