135: Be the Jimmy Fallon: The Secret to Meetings That Don’t Go Off the Rails | Story Snacks Series
Wed Feb 04 2026
If your meeting goes off the rails, it’s not because your prospects are “unruly.” It’s because no one’s driving.
And with the right moves, you can take the wheel fast without making it weird.
In this episode, Stacy breaks down how to prevent unhelpful tangents before you ever walk in the room (hello, champion prep call) and what to do in real time when someone hijacks the conversation.
Listen in to learn how to:
Prep with your champion so you walk in knowing who’s who in the zoo (and who might go rogue)
Use a simple meeting prep doc so everyone stays aligned on the goal, flow, and roles
Redirect tangents — whether they come from the prospect or your fund manager — without anyone feeling embarrassed (we don’t kick people under the table around here)
Be the Jimmy Fallon of the meeting who breaks the ice and keeps things moving without making it awkward sauce
This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.
---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
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If your meeting goes off the rails, it’s not because your prospects are “unruly.” It’s because no one’s driving. And with the right moves, you can take the wheel fast without making it weird. In this episode, Stacy breaks down how to prevent unhelpful tangents before you ever walk in the room (hello, champion prep call) and what to do in real time when someone hijacks the conversation. Listen in to learn how to: Prep with your champion so you walk in knowing who’s who in the zoo (and who might go rogue) Use a simple meeting prep doc so everyone stays aligned on the goal, flow, and roles Redirect tangents — whether they come from the prospect or your fund manager — without anyone feeling embarrassed (we don’t kick people under the table around here) Be the Jimmy Fallon of the meeting who breaks the ice and keeps things moving without making it awkward sauce This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap