Present your recommendations in a brief, compelling Executive Summary.
So, you’ve gone through the whole software selection process – determining your RIAs’ needs, evaluating demos and product features, and discovering the right solution for your firm.
Now’s the most important step – getting buy-in from your decision makers.
This step is like a performance. Think of all the time, effort, rehearsals and work that go into a play before opening night. The last 10% of the process, the actual show, is the most crucial part. For you, presenting your selected software is the performance. Here’s how to nail it!
Download this free Executive Summary Template and use it to build an effective and logical argument to support your software recommendations. Be an agent of change for your RIA!