Mike Ferry’s pre-listing package is designed to streamline and optimize communication, and while it is primarily targeted towards real estate agents, elements of its structure can be beneficial for financial teams during earnings calls as well.
Firstly, it is all about preparation. The pre-listing package is a document that consolidates all necessary information in a single, easy-to-navigate format. In a financial context, this can be translated into a comprehensive document that includes all the important data and updates that will be covered during the earnings call. This includes financial statements, key performance indicators, future projections, and any other relevant information. This document should be sent to all participants prior to the call, giving them ample time to review the contents and prepare any questions or comments.
Next, transparency and thoroughness are key. Mike Ferry’s pre-listing package is designed to be incredibly thorough and leaves no stone unturned. For financial teams, this means ensuring that the document includes all necessary disclosures and that all information is presented clearly and transparently. This can help to prevent misunderstandings and unnecessary back-and-forths during the earnings call.
Finally, it’s about setting expectations and establishing a roadmap for the conversation. The pre-listing package sets the stage for the listing appointment and guides the conversation. Similarly, the pre-call document should outline the agenda for the earnings call, guiding the flow of conversation and ensuring that all topics are covered efficiently and effectively.
In conclusion, while Mike Ferry’s pre-listing package is not specifically designed for financial teams or earnings calls, the principles that underpin it – preparation, thoroughness, transparency, and guidance – can certainly be applied to optimize investor communication during these calls.
View Our Presentation Portfolio
