Case Study

How a Senior Advisor Helps Win New Business

A project team uses expertise to bolster their pitch

Overview

A case team developed their new business proposal with a financial expert who partnered with them as a senior advisor. The team ultimately won the new project.

Project Breadth:
One senior advisor, 35 hours of work over three weeks.

Advisor Engagements:
Clients can engage with GLG Network Members who serve as senior advisors to support project teams in a more in-depth and ongoing capacity, whether internal or external facing.

Extension of Your Team:
A senior advisor functions as an extension of a team to help win proposals, join meetings, review documents, provide feedback, and serve as a point of validation based on their expertise.

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Challenge
A project team at a consulting client preparing a proposal for new business in the registered investment advisor space sought an outside expert with deep knowledge of the financial services industry to advise their team.

The GLG Approach
The client worked with GLG to select a Network Member and former CEO at a financial services company to partner with the team. The Network Member worked with the team for 35 hours over several weeks to provide operational expertise and pulse-check their findings.

The project team used the expertise to create a pitch for a financial services client looking to break into the retail custody space.

Outcome
The Network Member helped the team develop and present more impactful findings to their potential client. By including the expert's insights in their proposal, the team showcased their deep bench of expertise and won the project.

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