NYC: Fri Mar 9, 2012

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Level: Advanced

Advanced Firm & Product Positioning

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:

  • Strengthen your product and firm positioning
  • Recognize and highlight your market differentiators
  • Organize your firm’s content around the client’s buying process
  • Position against the competition
  • Immediately apply what you learn to improve your message and win business


Courses include a workbook of all techniques and tips and are covered by our Satisfaction Guarantee.

Course and Workbook Fee:
$1,985 per attendee

Location:
Midtown New York City

Time:
8:30 am – 12:30 pm

100% of our clients would recommend our training program to their colleagues.



Training

RFP & Client Correspondence

Advanced Sales & Pitchbook

Advanced Firm Positioning

Consultant Relations Boot Camp

Effective Emails & Letters

Free RFP Tips via Email

Get vital tips right to your inbox!

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What Participants Are Saying:

 “This seminar was extremely well planned, innovative, and interesting—and completely changed the way I view writing RFPs and directly impacts how I add value to the firm.” 

- RFP Writer/Sales Associate, $900 Billion Global Asset Manager in NY

“Thank you! This course was amazing—it was the first writing/RFP seminar I’ve ever attended that was remotely useful. I look forward to tackling my next assignment, now that I know what a persuasive RFP looks like.”

- RFP Manager, $200 Billion Global Asset Manager in London

“I loved the group participation and the instructor’s sense of humor, her passion and ideas: my eyes have been opened to many things I can do differently and better.”

- Salesperson, $600 Billion Global Asset Manager in NY

“Despite lasting the whole day, my attention never wandered during this seminar, and that’s saying something. It was particularly helpful that the workshop materials reflected “live” RFP language, and that the instructor understands the constraints on creativity sometimes involved due to compliance or corporate issues.”

- Product Specialist, $900 Billion Global Asset Manager in NY

 

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