EDH can get feedback from the specific consultants and key intermediaries you are targeting to understand how they view your firm, your products and the effectiveness of your consultant relationship-building effort.

Areas of focus typically include:

• You firm's strengths/weaknesses
• Products consultants would include/not include in a manager search and why
• The effectiveness of your consultant marketing effort
• What you can do to improve your working relationship with consultants

EDH’s Consultant Feedback Studies get feedback from your custom list of targeted consultants – not a general group of consultants who may not know your firm. And, participating consultants provide feedback on your firm exclusively – not dozens of managers at the same time. This allows participating consultants to give detailed, thoughtful responses about you.




Your success with consultants depends on the effectiveness of those at your firm who interface with consultants. Yet building relationships with and effectively servicing consultants is a complex process that requires an intimate understanding of consultants’ needs and excellent on-the-spot judgment.

Having been consultants and having worked with hundreds of consultants, EDH’s Partners have intimate knowledge of how consultants think, what they are looking for in investment managers and strategies, and how to build strong relationships with them.

Retain EDH for an on-location consultant training program. Following are some of the elements we can cover with your staff:

• Understanding how consultants think, their needs and how they are typically organized
• How consultants typically rate managers and conduct searches
• What to know before you go to a consultant meeting and what to find out in a consultant meeting
• Marketing to consultants – the screens your organization and products need to pass
• Common mistakes managers make/pitfalls
• What consultants themselves say are “best practices” for working with consultants
• Servicing consultants – do’s and don’ts
• Making strong presentations to consultants