Gold Consulting, Inc.

WAYS TO RETAIN THE FIRM: Daily Consulting

Clients of Gold Consulting have flexibility regarding the manner in which they can
engage the firm:

Daily Consulting
The investment manager and Gold Consulting would mutually agree in advance regarding the day’s agenda, purpose, and objectives based on what the manager considers to be “mission critical” to its success. Investment managers have the flexibility to design an agenda that is custom tailored to their needs by selecting among the business-development, client-servicing and consultant-relations services that Gold Consulting provides.

For example, a manager could hire Gold Consulting for one or more days to conduct presentation training and coaching. Or, a manager can mix and match by having Gold Consulting conduct presentation training and coaching in the morning, lead a “big picture” discussion with senior executives during a working lunch, and provide RFP training in the afternoon.