5min chapter

Dry Powder: The Private Equity Podcast cover image

Inside the Modern Investor Relations Team

Dry Powder: The Private Equity Podcast

CHAPTER

Effective Account Planning in Investor Relations

This chapter explores the fundamentals of effective account planning for investor relations, focusing on the need for clear customer goals and an actionable framework. It underscores the significance of competitive insights and collaborative practices in enhancing sales operations and strategic planning.

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