Transforming Research into Actionable Insights

The firms winning on growth and retention are not the ones publishing the most research. They are the ones whose research reaches its audience in a format that lands. Pamela Finelli Feddeler is sharp on what that takes.

The moment someone believes you've actually done your research isn't when you quote their LinkedIn or their firm's about page. It's when you bring up a podcast they were on, a conference talk from two years ago, a line from a paper they co-wrote. Now you're not someone who googled them on the way over. You're someone who's been following them. That's a completely different conversation. Last month I generated a 2-page brief on someone I was meeting. Took 90 seconds, cost pence. Career history, recent deals, where the firm was heading based on the last few shareholder letters and how that had shifted from the year before, three likely first questions, and one detail they'd find interesting if I worked it in. Twenty minutes into the meeting I mentioned a comment he'd made on a panel two years ago about mid-market deals being mispriced relative to the work involved. He paused. Said nobody had brought that up to him in a long time. The rest of the meeting ran differently. Same playbook works for any sales rep, M&A associate or BD lead with an external meeting on the calendar. Feed in a name and a company, get back a brief and a realistic call script. I used to do this prep myself, badly, the night before. Skim the website, skim LinkedIn, walk in hoping the conversation went somewhere I'd read about. This is what I wish I'd had every one of those times. The boring prep work is where AI actually pays.

On the latest episode of Capital Connect, Monark Markets CEO Ben Haber sat down with Samir Vasavada, co-founder and CEO of Vise, to discuss how AI is shifting the advisor’s role. Samir shares a provocative vision: as technology handles the complex "IQ" tasks of portfolio management, the most successful advisors will be those with high "EQ" who can manage deeply personal client relationships. Key highlights from the conversation: • The Shift in Expertise: Why future advisors might study psychology instead of finance. • The "Conductor" Model: Moving from back-office operations to directing an integrated "orchestra" of software. • Whole Portfolio Solutions: Why public and private markets must finally converge into a single, tax-aware view. Check out the full episode below to hear why Samir believes the industry must adapt or risk being left behind. https://lnkd.in/eNXmf2Z8

In this episode of Why Invest? host Luke Hyde-Smith is joined by Trevor Noren, Founder of Sage Road Research, for a wide-ranging discussion on the forces shaping the investment landscape. Trevor shares his approach to research and why stepping back from the noise of daily market commentary can unlock differentiated insights. The conversation explores the growing influence and limitations of AI in investment analysis, as well as the challenges of building an independent research business. Listen to the episode: https://lnkd.in/ePpPHRwa #WhyInvestPodcatst #PrivateMarkets #InvestmentManagement

The reason I’m drawn to documentary as a format is simple: it handles complexity better than most forms of content. A good documentary does not just explain a topic. It surrounds it. You hear from different people. ...You see the environment. ...You understand the tension. ...You follow the arc. ...You see what is actually happening, not just what someone says is happening. For business stories, especially around technology, innovation, and change — that matters. Complex subjects need more than messaging. They need context.

Documentary does not just explain a subject. It reveals the world around it. Artificial intelligence, industry transformation, workforce change, innovation, governance, and business adoption all sit inside systems. They involve people, pressure, risk, competing priorities, and decisions made over time. That is where the documentary becomes useful. It allows audiences to see the real context around a subject — not just the headline, the product, or the claim. A strong documentary approach brings together: 🎯 Multiple perspectives. 🎯 Real environments. 🎯 A clear narrative arc. 🎯 Visible tension. 🎯 Human consequence. 🎯 Real stories It gives audiences more than information. It gives them context. And for complex business subjects, context is often what creates understanding. #DocumentaryProduction #BusinessStorytelling #VideoMarketing #ThoughtLeadership #AustralianBusiness

In the fast-paced technology market, Analyst Relations (AR) is often viewed as a "check-the-box" activity. But what if it’s actually your most powerful strategic stress-test? In the latest episode of "Talking Headless," I sat down with Mary McCahon and Tim Banting to discuss why moving from "pitching" to "partnering" is the key to market growth. Key takeaways from our conversation: 💡 The Energy of Partnership: Analysts are often strategic marketers at heart. When you stop pitching and start partnering, you unlock a collaborative energy that refines your narrative. 🔦 The Strategic Lighthouse: Use AR as an "early reality check." Testing your strategy while it’s still fluid can steer you away from market irrelevance and save months of misaligned development. 🗣️ Translating "Geek to English": Analysts serve as the definitive translators, turning technical roadmaps into business value and human impact that customers actually understand. Monday Morning Action Plan: 1. Ask an analyst: "What am I not seeing?" 2. Focus on the "Why," not just the "What." 3. Build continuous, low-stakes conversations—don't wait for the big launch. Read the full breakdown on the misunderstoodmarketing.com : https://lnkd.in/e3dax_cM Thank you Mary and Tim. Watch this episode and previous episodes at https://lnkd.in/eh3QWDVt #AnalystRelations #B2BMarketing #Strategy #TalkingHeadless #TechMarketing

Early, stage-aligned startup AR helps close the market-signal-gap! Shashi Bellamkonda hits the right points 👇 Linking to my systematic breakdown of misconceptions and missed advantages that slow down startup teams if they procrastinate on smart AR. Backed with data-based reality checks and practitioner guidance. Ungated PDF 👉 https://lnkd.in/eCvSitSG?

🌍Is it possible for outsourcing to be ethically as well as economically robust? In a fascinating conversation to kick off Season 3 of The Impact Files, Geoff Hucker, CEO of Work for Impact, shows Ned Wells and Ruth Davis how a global talent model can deliver on both fronts ⚖️ Geoff sheds light on: 🤝Work for Impact's evolution, growing out of Geoff’s first-hand experience with local workers and his unwavering commitment to improving livelihoods and strengthening communities 🤖How to pair AI with human expertise for meaningful impact — WFI’s model keeps operating costs low and rates competitive while enabling contractors to earn three times typical local wages 📊The metrics that matter — transparent, real-time data on contractor learning, wellbeing and satisfaction, alongside strong client outcomes, revealing a story of growth with purpose Work for Impact’s B Corp certification reflects the mission behind its creation and which continues to guide the organisation today. In a sector where purpose can too easily be overshadowed by profit, it stands out as a genuinely inspiring model 💼🌱 🎧The episode is now live on Spotify here: https://lnkd.in/dkcXBjNi and Apple here: https://lnkd.in/d89x76PN

👏 A conversation we care deeply about. Proud to see Geoff Hucker sharing how global talent can be both economically strong and genuinely impactful, when it’s built the right way. Definitely worth a listen if you’re rethinking how your team is evolving.