Welcome to The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast is where IR professionals, investment bankers, and public company executives sharpen their edge on capital markets, regulatory compliance, and investor communication. Every episode brings in someone who has done the work — IR officers who have run the earnings call, bankers who have priced the deal, securities counsel who have drafted the disclosure — sharing actionable insight on: • IPOs, secondary offerings, and PIPEs • Roadshows and investor presentations that hold up to SEC scrutiny • Engaging retail and institutional investors while adhering to Reg FD • Social media in investor relations: what's permissible, and where to tread carefully • Earnings calls, forward-looking statements, and material disclosure • Shareholder activism and modern corporate governance • ESG reporting and communicating those efforts effectively • Building investor trust and driving long-term shareholder value Whether you're preparing for a capital raise, leading communications for a public company, or making sure your team stays compliant, this show delivers real-world conversations and the connections to help you succeed. Hosted by Joshua Wilson, a registered investment banking representative holding FINRA Series 79 and Series 63 licensure and a licensed Florida real estate broker, with more than 2,000 interviews across the capital markets. A One Iron Network production. Interested in joining as a guest? Reach out at theinvestorrelationspodcast.com/contact. This podcast is for informational and educational purposes only and is not legal, financial, or compliance advice. Views expressed by the host and guests are their own and do not reflect the positions of any regulatory agency, organization, or employer. Consult your own compliance, legal, or financial advisors regarding SEC, FINRA, and other applicable requirements. Nothing here constitutes a solicitation or recommendation for any financial product or service.
Feb. 26, 2025

The Best Practices for Effective Follow-Up in Investor Relations

In this podcast episode, the discussion centers on the critical role of follow-up in investor relations, particularly after roadshows. Josh inquires about its importance, while Jennifer elaborates on the necessity of timely follow-up to demonstrate respect for investors' time and to maintain efficiency and transparency. Effective follow-up, as emphasized by Jennifer, involves personalized communication and providing resources to aid investors' due diligence. This approach not only strengthens relationships but also positions the company as professional and supportive, ultimately fostering long-term investor partnerships.

Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

Let's Connect On LinkedIn:

https://www.linkedin.com/in/joshuabrucewilson/

To Contact Us, Please Visit:

https://www.theinvestorrelationspodcast.com/contact/

Automatically Transcribed With Podsqueeze

Josh 00:00:00  And for with when it comes to investor relations, you had a, you know, a roadshow, you met a bunch of investors. You know, you took this the public CEO and CFO to all these investor meetings and this roadshow. Now it comes time to follow up. Why is follow up so important with these investors?

Jennifer 00:00:17  Follow up is so important. It's essential. And it needs to be done almost immediately after the meetings finish. First of all, it demonstrates to investors that they're a priority. The investor gave their time. So you need to give respect back to that. Secondly, it shows that you understand the importance of an investor's time and attention. They took time out of their schedule to meet with you. And third, it signals to everyone that there is efficiency and transparency in the relationship. following up, it's not just a courtesy note, it's actually a tool to build a bridge. What I like to do actually, is have the CEO or I'll help them create a nice standard template, which gives a nice, overview of the meeting and then personalize it so that there's bullet points to reflect what happened in each meeting.

Jennifer 00:01:04  And then I also create a Non-confidential Dropbox which has the presentation, research reports, any white papers. I want to make a one stop shop for an investor to go so that there a time and attention is spent on doing due diligence, not the manual research.

Jennifer K. Zimmons, PhD, MBA Profile Photo

President - Zimmons International Communications, Inc.

Jennifer K. Zimmons, PhD, MBA, serves as President of Zimmons International Communications, Inc. (ZIC), managing all aspects of client services. ZIC was founded by Dr. Zimmons in 2012, based on the belief that integrating essential investor relations activities during a company's early stages can enhance the potential for long-term value and optimize shareholder value. ZIC's clients include private companies looking to develop/enhance their brand awareness, corporate messaging, and media recognition (industry/financial/advocacy) as well as public companies (domestic and international) requiring various types of investor, analyst, and media exposure within the US. Dr. Zimmons is also a consultant to US/international family offices, venture capitalists, and private equity groups to manage the branding and positioning of their portfolio companies. She is a member of the press, served 10 years as the Program Chair for Women in Bio (New York Chapter), and is a Strategic Partner to a bespoke medical-device consulting firm that advises companies with innovative, FDA-approved medical devices. Additionally, Dr. Zimmons is proud to be a Board Advisor to a leading internationally-focused, emerging-markets family office that is veteran-owned and operated.