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Fix the Pitch

How to craft compelling, dazzling pitchbooks. Thoughts, ideas, and inspiration to help construct advanced financial analysis, build stunning data visualizations and tips for mastering client meetings.

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2016: The year of better pitchbooks

Adrian CrockettAdrian Crockett

Ah, New Year, the time for self-improvement and learning new skills. Also, the time to work on the first hangover of the year and avoid Times Square.

My hope for 2016 and beyond is that you will turn to this blog for advice and ideas on how to win clients with killer pitchbook content. From smart methods of data analysis and building impressive charts, to how to curate and craft the perfect message, there is a lot to share on Fix The Pitch.

So in the spirit of New Year, especially if you know your resolution is probably DOA, I am sharing some of my top pitchbook resources so that at least resolving to make better pitchbooks is an achievable goal for 2016.

To learn more about data storytelling

To inspire creativity

To better pitch clients

To forge stronger client relationships

When it’s 9 p.m. at a client dinner, the conversation is going to turn away from share prices and market caps to topics outside of finance. Going off-piste with your daily media digest can stoke the conversation and ensure you have something of note to say. My consumption list consists of:

For when all else fails

Shameless plug. Pellucid Analytics creates customized, pitchbook-ready content in minutes and also offers expert financial advisory services. It’s currently rolling out across Wall Street, so email me at adrian@pellucid.com for a demo.

Let me know if there is anything I missed. See you in the New Year.

Pellucid blends technology and design to create beautiful, client-ready charts. Find out more at www.pellucid.com.

CEO & Co-Founder of Pellucid Analytics. Former Credit Suisse group head with nearly 20 years on Wall Street. Melding design, analytics, and tech to produce amazing client-ready content in minutes.

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