Episode 2: Inside the Review | Financial Final Pitch Evaluation

For decades we’ve heard how agency new biz execs would absolutely love to be a fly on the wall during all the debrief and decision-making meetings with the clients when managing an agency review.

Well, we’ve decided to share what is said behind closed doors without revealing names, of course.  

In this second episode of this series, Inside the Review with AAR Partners, I’m going to talk about a media review for a financial brand.  

As we know, when it comes to financial reviews, it’s a highly regulated sector so clients aren’t too interested in agencies who have a long learning curve and want to kick things off quickly with their newly selected agency.

With that said, in this episode, I will detail:

• The 5 agency must-haves this client required out of pitch finalists 
• 5 “word for word” pieces of feedback the client provided about the agencies not selected
• 7 reasons this client ultimately selected the winning media agency 

If you want to learn exactly how this financial client evaluated final pitch presentations and went about selecting the winning agency, this episode is for you.  

Remember, Inside the Review with AAR Partners is shared exclusively with AAR Agency Growth Program Members and the intention is to share exact feedback and discussions between the client and AAR Partners with you to help your agency with its next review. 

Not a member and want access to this exclusive content? Learn more about the program and contact us to join here!