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We Analyzed Hundreds of Advisor Calls. Here’s What We Learned

Your initial conversation with a PE investor is crucial—it sets the tone for your working relationship and establishes you as a trusted, professional advisor with the expertise they need. The best advisors establish a helpful tone early on, ask questions, take cues from the client and are specific in their feedback. After hundreds of calls, we’ve tallied the best advisors’ call habits. Incorporate these tips into your next call.


Communication is key when it comes to advising investors. The way you speak—and what you say—work together to establish you as a trusted advisor. Working even just a few of these tips into your calls with investors can make a big difference. Try one or two during your next call and pay close attention to how it affects dynamics.

At Apex, we match expert advisors with Private Equity investors to help them in their investment decisions. Learn more about how Apex works with advisors.

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