Many teams default to the “big basket” approach then wonder why they’re missing regional nuance, category-specific depth, or sharper differentiation. In this 30-minute session, we’ll cut through the noise and get practical about when boutique/specialist firms matter, why they matter, and how to engage them effectively – without wasting time or budget.
Join our co-founder Simon Levin and guest speaker, Carter Lusher of Lusher Advisory, to learn how to engage more effectively with smaller firms and walk away with a simple, repeatable way to decide where they fit in your analyst engagement strategy.