The Best Practices for Effective Follow-Up in Investor Relations
In this podcast episode, the discussion centers on the critical role of follow-up in investor relations, particularly after roadshows. Josh inquires about its importance, while Jennifer elaborates on the necessity of timely follow-up to demonstrate respect for investors' time and to maintain efficiency and transparency. Effective follow-up, as emphasized by Jennifer, involves personalized communication and providing resources to aid investors' due diligence. This approach not only strengthens relationships but also positions the company as professional and supportive, ultimately fostering long-term investor partnerships.
Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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Automatically Transcribed With Podsqueeze
Josh 00:00:00 And for with when it comes to investor relations, you had a, you know, a roadshow, you met a bunch of investors. You know, you took this the public CEO and CFO to all these investor meetings and this roadshow. Now it comes time to follow up. Why is follow up so important with these investors?
Jennifer 00:00:17 Follow up is so important. It's essential. And it needs to be done almost immediately after the meetings finish. First of all, it demonstrates to investors that they're a priority. The investor gave their time. So you need to give respect back to that. Secondly, it shows that you understand the importance of an investor's time and attention. They took time out of their schedule to meet with you. And third, it signals to everyone that there is efficiency and transparency in the relationship. following up, it's not just a courtesy note, it's actually a tool to build a bridge. What I like to do actually, is have the CEO or I'll help them create a nice standard template, which gives a nice, overview of the meeting and then personalize it so that there's bullet points to reflect what happened in each meeting.
Jennifer 00:01:04 And then I also create a Non-confidential Dropbox which has the presentation, research reports, any white papers. I want to make a one stop shop for an investor to go so that there a time and attention is spent on doing due diligence, not the manual research.
Jennifer K. Zimmons, PhD, MBA
President - Zimmons International Communications, Inc.
Jennifer K. Zimmons, PhD, MBA, serves as President of Zimmons International Communications, Inc. (ZIC), managing all aspects of client services. ZIC was founded by Dr. Zimmons in 2012, based on the belief that integrating essential investor relations activities during a company's early stages can enhance the potential for long-term value and optimize shareholder value. ZIC's clients include private companies looking to develop/enhance their brand awareness, corporate messaging, and media recognition (industry/financial/advocacy) as well as public companies (domestic and international) requiring various types of investor, analyst, and media exposure within the US. Dr. Zimmons is also a consultant to US/international family offices, venture capitalists, and private equity groups to manage the branding and positioning of their portfolio companies. She is a member of the press, served 10 years as the Program Chair for Women in Bio (New York Chapter), and is a Strategic Partner to a bespoke medical-device consulting firm that advises companies with innovative, FDA-approved medical devices. Additionally, Dr. Zimmons is proud to be a Board Advisor to a leading internationally-focused, emerging-markets family office that is veteran-owned and operated.