Best Practice Report

Six Steps For Creating Value-Driven Advisory Days

March 1st, 2023
With contributors:
Laura Koetzle , Merve Kandemir , Ellen Lind


The full advisory day is one of many types of advisory between vendors and analysts. Given the high cost and internal profile of advisory days, analyst relations (AR) should apply six principles and follow six steps to plan, execute, and complete them. This report details a process that will help AR minimize the likelihood that advisory day risks will arise — and help AR cure them if they do — maximizing the chances that advisory days will deliver or progress AR toward tangible business value in return for vendor investment in them.

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