The bigs’ growth playbook is mass appeal vs. niche appeal. Wandering generalities trying to mean something to everyone. Dull edges. Some boutiques are watching the bigs… checking their moves. But I’ve got a better idea. Authenticity is our advantage. Bigs can't…

Bigs don't want people to matter too much. They tout process. If a key person leaves, the Big's mantra is - doesn't matter, the process was always the thing, not the people. You can't beat the Bigs at their game. So look at what they aren't doing. Beat them at a different game.

Founder / PM: Am I bankable? I don't get it, my returns are great. What am I doing wrong?
Me: What are you saying to investors?
Founder / PM: I'm telling them the truth. The big hedge funds are s***…

There are sort of two schools of thought in sales meetings. One is that you go into the meeting to take control. Almost like it is a war. “This is a battle. I’m going to pitch. I'm going to win.” Is sales a battlefield? Maybe in the old days, maybe for some people…

The music industry is brilliant at launches. New albums, new tours, fashion collabs, product endorsements, VIP appearances, magazine covers. It’s not the only industry with rockstars though. You too need to find fans (not followers but fans)…

If you are a boutique, you have probs been a wallflower at the party. Seen the bigs rippin' it up on the dance floor. All the cool kids waiting to dance with them. All the favor raining down. Been there, my friends. You know what you do?

Founder / PM: Why aren't more investors downloading our content?
Me: You are writing for the wrong person.
Founder / PM: 😕
Me (again): Your content is about you, what you care about, not about them, what they care…

If you want your deals to move faster, stop pitching, start asking. In order to help your prospects solve problems, you need to know what their problems are. Not only what their problems are but how they are solving them now. What is working and what isn't…

$100B for Boutiques. This mission is for the brave hearts. Not the faint of heart. Boutiques fight every day. The odds are stacked against us. If we’re going to change the face of this industry, The Billion Dollar Blueprint™ needs to be used by more boutiques.

Every year in May, my firm hosts what we call Havener Capital’s Boutique Week™. It’s an opportunity for investors to uncover hidden investment talent, niche asset classes…

“Pitch, don’t kill my vibe.” Say this to yourself before every meeting… or channel Kendrick Lamar and sing it. Then review this list of 3 things: 1. Equal minds. Leave your ego at the door. Just because you are the one “selling something…”

Typical salesperson: “Can’t find new prospects, our database is stale.” Me: (blink blink) Can we chat about this for a minute? The typical database gets stale by virtue of the fact that it’s a database. A static repository of information…