Patrick McKillop from Pembroke has worked in the investment industry
for many years and has worked in many different positions with many
different companies. One thing he learned early on in his career is that
it is important to develop relationships with investors. If you want to
develop a relationship with your investors, these tips can help.
Learn Their Values
You may know everything there is to know about an investor when it comes to finances, but do you know where his or her values lie? You should get to know your investor on a more personal level and get to understand their values and goals. This will allow you to work together better for the success of everyone involved.
Address Their Concerns
When an investor has a problem or concern it can be easy to dismiss it, but if you really want your investors to trust you, you should address their concerns. Help them feel more comfortable with the current investment and let them know you will be available to help them if a problem occurs in the future.
Set Clear Expectations
You need to make sure that you and your investors are on the same page from the beginning and you can do that by discussing your expectations together and how you plan to handle any growth or any problems that may occur. This will help avoid any let downs and will help the investors understand how things could go.
Communicate Often
Your investors will depend on you to provide them with information about the current deal. If there is a win or success, be sure to share it with them. If there are any problems or challenges that arise, you will need to communicate the issues with them. Keeping your investors in the loop will help them feel more comfortable with their choices and with you.
Be Professional At All Times
Even when you get to know your investors well, it is still important to stay professional with them at all times. You should be authentic and respectful of them and never try to trick or lie or make them feel as if you are doing so. A professional attitude will make it more likely for investors to work with you on future projects.
Patrick McKillop Pembroke has worked with several of the top investment and financial companies in the country. He has worked as the worked as the Senior Vice President for Summer Street Research Partners, the Director for Rodman and Renshaw and the Vice President of Cowen and Company. His relationships with investors helped him become successful in all these positions.
Learn Their Values
You may know everything there is to know about an investor when it comes to finances, but do you know where his or her values lie? You should get to know your investor on a more personal level and get to understand their values and goals. This will allow you to work together better for the success of everyone involved.
Address Their Concerns
When an investor has a problem or concern it can be easy to dismiss it, but if you really want your investors to trust you, you should address their concerns. Help them feel more comfortable with the current investment and let them know you will be available to help them if a problem occurs in the future.
Set Clear Expectations
You need to make sure that you and your investors are on the same page from the beginning and you can do that by discussing your expectations together and how you plan to handle any growth or any problems that may occur. This will help avoid any let downs and will help the investors understand how things could go.
Communicate Often
Your investors will depend on you to provide them with information about the current deal. If there is a win or success, be sure to share it with them. If there are any problems or challenges that arise, you will need to communicate the issues with them. Keeping your investors in the loop will help them feel more comfortable with their choices and with you.
Be Professional At All Times
Even when you get to know your investors well, it is still important to stay professional with them at all times. You should be authentic and respectful of them and never try to trick or lie or make them feel as if you are doing so. A professional attitude will make it more likely for investors to work with you on future projects.
Patrick McKillop Pembroke has worked with several of the top investment and financial companies in the country. He has worked as the worked as the Senior Vice President for Summer Street Research Partners, the Director for Rodman and Renshaw and the Vice President of Cowen and Company. His relationships with investors helped him become successful in all these positions.
