How to Ensure a More Effective IR Call

How to Ensure a More Effective IR Call

How to Ensure a More Effective Investor Relations Call

You’ve had your fair share of conference calls, but there’s no denying that an investor relations call often seems like an entirely different challenge.

The content is important and the stakes are high, which only adds to the already high-pressure nature of your investor relations calls.

The last thing you want is for the call to drop, the audio to become spotty, or to have other technical glitches get in the way of your message and send your professional impression into a nosedive.

So, what can you do to ensure things run smoothly and go off without a hitch? We have a few key tips to help you host a far more effective conference call with your investors and other stakeholders.

1. Choose a Conferencing Provider Carefully

The first step in making sure there are no major pitfalls with your investor relations call is to choose a conferencing provider carefully.

You need to find a provider who can meet your needs and who also features those other bells and whistles you might want for important meetings and conversations.

If you’ll be hosting many investor relations calls, for example, a service that provides coordinator-assisted meetings could be high on your list. Additionally, you’ll want a provider with excellent customer service should you have any questions or issues at any point.

Take the time to think through what you need and want out of a conferencing provider, and then evaluate your options carefully to find one that will work best for you.

2. Host a Coordinator-Assisted Call

Nothing makes a more polished and professional impression than hosting a coordinator-assisted call. With this type of call, you’ll have an assigned meeting manager who is your ally in ensuring that your conversation runs smoothly.

Your conference coordinator can take care of making introductions, muting other callers to ensure premium sound quality, moderating Q&A sessions, and much more—all while making sure that no technical problems send your call running off the rails.

Your investor relations calls are important, which means you have enough demanding tasks on your plate. By utilizing a coordinator-assisted call, you can offload some of those common worries so that you can focus on what really matters: the conversation.

3. Plan and Prepare

While a coordinator-assisted call can be a huge help, that still doesn’t mean you should fly by the seat of your pants. The most effective investor relations calls have plenty of planning and preparation behind them.

Scan through your notes, numbers, and presentation to confirm that you’re prepared to provide that financial update in a logical and engaging way. While you’re at it, also think through some of the tough questions you might be asked—so you aren’t caught off guard if they come up.

Ahead of your call, make sure to talk with your assigned conference coordinator so that you can run through the flow of the call and any other important details that he or she should be aware of—down to the details of how certain attendee or presenter names are pronounced.

The more elbow grease you can invest ahead of time, the more successful your investor relations call will be.

4. Don’t Shy Away From Multimedia

Some people are far more visual—which means that seeing information broken down into charts, graphs, and infographics helps them to process information a little easier.

With that in mind, it’s worth considering moving away from strictly audio and doing a web or video conference for your investor relations call so that you can utilize various visuals to spread your message.

Of course, you’ll want to make sure to share any important information aloud as well—in case any participants are joining via phone and are unable to see your presentation.

However, incorporating some impactful slides can make a huge difference for people who are joining the conversation via computer. Giving people something to look at makes your call that much more engaging and polished.

5. Record Your Call

Your investor relations calls are highly important conversations—which means you’re undoubtedly going to want detailed records of what information was distributed and what questions were answered.

Detailed notes and transcripts are helpful. But, nothing is quite as good as having an actual recording of the conversation.

Not only does recording your conference call  help you with adequate record-keeping, but it also means you have a file that you can quickly and easily share with attendees and other important parties who may have been unable to attend the live conversation.

When following up with people to share the recording of the call, make sure that you also note contact information that they should use if they think of any additional questions.

That thoughtful follow-up will give your reputation a boost, while also ensuring that you’re able to control your own message by answering questions directly (and not let things spread through the grapevine!).

Over to You

The core purpose of your investor relations call  is to update relevant parties and stakeholders on the financial standing of your business.

However, don’t forget that this is also an opportunity to add to the overall positive impression of your business.

To find out more about how Connex Intl can help you host an IR call that represents you as the polished, confident professional that you are, schedule time to talk with a virtual meeting expert today.


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