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.

Consultant Relations Boot Camp

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 four-hour course, learn how to:

• Maximize your current consultant relationships and build new ones
• Better understand and leverage the manager review process
• Get that “first meeting,” and what to do when you get it!
• Immediately apply what you learn to real-life examples and in-class role play

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 with working lunch (provided)

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

RFP & Client Correspondence 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 six-hour course, learn how to:

• Markedly improve your ability to write winning RFPs
• Use language that promotes clarity and client understanding
• Leverage simple visual strategies to highlight value and insights
• Immediately apply new techniques to your existing RFPs

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

Course and Workbook Fee:
$2,365 per attendee

Location:
Midtown New York City

Time:
8:30 am – 2:30 pm with working lunch (provided)

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

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.

Effective Emails & Interest-Generating Letters

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 three-hour course, learn how to:

• Learn key techniques to create effective emails at each stage in the sales process
• Use language that promotes clarity and client understanding
• Leverage simple visual strategies to highlight value and insights
• Immediately apply what you learn to improve your prospecting efforts

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

Course and Workbook Fee:
$1,485 per attendee

Location:
Midtown New York City

Time:
2:00 pm – 5:00 pm

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