Executive Tutorial Program

Re-define, Re-engage and Up Your Game.

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

Executive Tutorial Overview

We work with senior sales, marketing and investor relations professionals at the Partner, Director and EVP level to assess and refine their already impressive skills in positioning, sales management and communications. We take a discrete, tailored and time-conscious approach to coaching executives who want to:

  • Explore a new approach to managing client relationships and winning business
  • Improve their “game,” particularly those with infrequent client contact who are vital to their firm’s ability to secure new relationships.

Each engagement is entirely customizable for you and to your firm’s specific needs. Email Bernard Del Rey directly at bernard@rfpwin.com to discuss in more detail.

 


Training

RFP & Client Correspondence

Advanced Sales & Pitchbook

Advanced Firm Positioning

Consultant Relations Boot Camp

Effective Emails & Letters

Free Tips via Email

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100% of training attendees recommend our program!

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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