Advanced Sales & Pitchbook Training
Overview:
Our group training is composed of high-intensity programs designed for intermediate to experienced professionals in asset management, capital markets, investment banking and wealth management businesses with limited time to spend in a class room session. We eliminate the useless and focus on what you must do to win in your industry.
In this seven-hour course, learn how to:
- Architect a winning meeting
- Enroll and Engage your prospects within the first few minutes of your meeting
- Noticeably improve your message, from first meetings to finals
- Lay the groundwork for meaningful follow-up meetings and interactions
- Create a pitchbook that proves your value-add
- Avoid the common pitfalls around slide content and visuals
- Immediately apply new techniques to your existing pitchbook materials
Courses include a workbook of all techniques and tips and are covered by our Satisfaction Guarantee.
Course and Workbook Fee:
$2,985 per attendee
Location:
Midtown New York City
Time:
8:30 am – 3:30 pm with working lunch (provided)
100% of our clients would recommend our training program to their colleagues.

