Pitching Skills for Asset Managers and Client Relationship Managers

Fitch Learning

Training

In Jersey Guernsey (UK Offshore Dependencies), New York (USA) and London

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£ 995 + VAT

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Description

  • Type

    Training

  • Level

    Intermediate

This course will teach delegates how to engage with clients so they not only ask the right questions but listen to their clients’ responses to truly understand their real issues and motivations. Delegates will also learn both written and verbal techniques to ensure their dialogue is understood in the way intended.

By the end of this course participants will have the tools and techniques to be able to:
Understand how to engage and build rapport with clients
Listen to understand different client needs having asked pertinent questions
Apply techniques to ensure appropriate communication with different types of clients
Follow a framework to handle difficult individuals to achieve a successful outcome

Facilities

Location

Start date

Jersey Guernsey (Channel Islands)

Start date

On request
London
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Start date

On request
New York (USA)
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Start date

On request

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Reviews

Subjects

  • Pitching skills
  • Pitching techniques
  • Successful pitching

Teachers and trainers (1)

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Course programme

Communications Skills
  • Recognize your own communication preference
  • Understand how to identify different communication preferences
  • Flex your communication approach according to your audience
Presentation Skills
  • Uncover the fundamentals of cognitive capacity
  • Structure your communication in a way that will ensure that your message is understood
  • Engage your audience from the beginning of your presentation right through to the end
Running effective meetings
  • Prepare to meet with your clients in a professional, time efficient manner
  • Set achievable outcomes and objectives
  • Facilitate conversations assertively
Building client relations
  • Use a framework to develop and maintain mutually beneficial relationships
  • Maintain professional client relationships through building trust
  • Develop existing relationships
Powerful Business Proposals
  • Understand effective processes for producing powerful proposals
  • Focus proposals specific to audience requirements: uncover different types of proposals and the expectations of the differing client groups
  • Practice ways to deliver key messages to professionals who are time constrained
Creative Problem Solving
  • Apply a variety of methods to enhance your thought processes
  • Solve problems quickly using the most appropriate technique
  • Use frameworks to make, evaluate and review decisions
Creating the Impact you Want
  • Know what stops you having the impact you desire
  • Stamp your mark when you choose to
  • Enter any situation feeling in control and ready for action
Handling Difficult Conversations
  • Diffuse conflict situations by applying a toolkit of interpersonal strategies
  • Handle conflict with integrity and wisdom
  • Work towards positive, collaborative results

Additional information

At Fitch Learning we consistently receive excellent customer feedback - 94% of our participants recommend a colleague attend the same course. With 25 years’ experience, our interactive training methods are tried and tested. Our workshops are small – with no more than 16 people – to ensure your learning experience is as interactive and personal as possible. They are taught through up-to-date , region-specific case studies and exercises so you can apply the analytic skills you learn as soon as you are back at your desk. If you register a place 8 weeks or more in advance of the course, you can save 10%.

See related categories

Pitching Skills for Asset Managers and Client Relationship Managers

£ 995 + VAT

The best Other Communication Skills courses

See all

See all