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Crafting Your 10-Minute Power Pitch or Presentation

2 Weeks

·

Cohort-based Course

Create a punchy, persuasive, relevant presentation that will land you that next sale, deal, or mandate.

Course overview

Go from number-crunching financial executive to deal winner in 2 weeks

Master the art of selling financial service products in a way that will have the greatest impact and influence on your clients.


Be part of a small cohort (max. 8) with a very high level of instructor involvement and feedback.

Who is this course for

01

Financial services executives who sell products/services to external clients or need to make persuasive presentations to senior management.

02

Those with backgrounds in finance, accounting, business, economics, and insurance with little or no marketing or sales training.

03

Bankers who want to make pitches that stand head and shoulders above their competitors in a very commoditized financial services market.

Key outcomes

Achieve clarity on messaging that will be certain to resonate with your client.

Differentiate which messages are key for each client. While the full pitch book might be similar for all clients, you'll be able to distinguish what should go into your "sales pitch" vs. your complete arsenal of information (the pitch book).

Master a strategy and structure for presenting that will deliver a winning presentation every time.

Discover a presentation strategy that is proven to be very persuasive. You will also get our tried and tested presentation/pitch template that will distinguish your pitch from those of your competitors by delivering the maximum impact and influence.

Take command of the most critical communication behaviors that will persuade your audience to buy.

Model the 4 top communication behaviors that all "best in class" presenters demonstrate. Our template will enable you to easily craft a very powerful, punchy presentation that not only sells but is delivered in a very conversational tone that flows.

Maximize the Q&A opportunity or discussion time with your client to clinch the deal.

Master the art of Q&A and handling client objections, both as an individual and as part of a team. They say that most deals are won or lost during the Q&A or discussion part of your meeting. Control the discussion like a professional so that you can seal the deal.

This course includes

4 interactive live sessions

Lifetime access to course materials

13 in-depth lessons

Direct access to instructor

2 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Week 1

Mar 11—Mar 17

    Mar

    12

    Live Session 1

    Tue 3/124:00 PM—5:30 PM (UTC)

    Mar

    14

    Live Session 2

    Thu 3/144:00 PM—5:30 PM (UTC)

    Research Findings

    1 item

    Alternative Presentation Strategies

    1 item

    Storyboard Planner - Audience Analysis

    1 item

    Storyboard Planner - The Overview

    1 item

    Storyboard Planner - The Summary

    1 item

    Live Session 1

    1 item

    Storyboard Planner - The Body

    1 item

    Live Session 2

    1 item

    Creating Client-Focused Visuals

    2 items

Week 2

Mar 18—Mar 21

    Mar

    19

    Live Session 3

    Tue 3/194:00 PM—5:30 PM (UTC)

    Mar

    21

    Live Session 4

    Thu 3/214:00 PM—5:30 PM (UTC)
    Optional

    Personal Delivery Skills

    1 item

    Live Session 3 - Presentation #2

    1 item

    Capitalizing on the Q&A Agenda

    1 item

    Live Session 4 - Q&A Role Play

    0 items

    Dealing with Problems and Presenting in Teams

    1 item

Post-course

    Individual 1:1 Coaching

    1 item

See what people are saying

        “Winning Presentations has been a major provider of Pitch development skills for our Corporate & Investment Banking Business globally for 9 years. They consistently supply excellently rated training programs and the delivery process is a smooth and well-oiled operation.”
TK, UniCredit

TK, UniCredit

Head of HR Corporate & Investment Banking
        "From my perspective, we are an asset owner that is constantly evaluating the return on our investments. When I evaluate our investment, the payback from committing to the Winning Presentations seminars has been enormous."
KM, OMERS

KM, OMERS

Head of Capital Markets
        "The Winning Presentations program has provided an excellent platform for people to shape and polish their skills to enhance the prospects of gaining new and maintaining existing client relationships."
AW, ATKINS

AW, ATKINS

Regional Training Advisor, Middle East & India
        “As regular speakers at technical legal conferences, our barristers have benefited hugely from Winning Presentation’s well-structured presentation training program, evidenced by improved client feedback."
RGC, Seven Bedford Row Chambers

RGC, Seven Bedford Row Chambers

Chief Executive Officer
        “Winning clients and delivering outstanding service is critical in every business; in this regard, Winning Presentations is one of our core training partners and has been over a number of years. Their tailored courses are productive and enjoyable and have been used for training all levels of the organisation. We’ll be in front of the camera again."
RG, Close Brothers

RG, Close Brothers

Chief Executive
        “I’ve been pitching for 15 years and learned more in 2 days on this course than on all the other training courses together. Nobody else provides the same blend of genuine analysis, real-time feedback, and insightful learning. All of our Partners should go on this course. We’ve achieved a step change in our impact and the wins are coming through."
PB, Hymans Robertson LLP

PB, Hymans Robertson LLP

FIA Partner
        “It was an incredibly useful experience for us to go through; it is something that has made us review how we present and how we look to get messages across, how we structure the content for our target audiences, and it has helped simplify the way we present.”
LV, Lazard

LV, Lazard

Head of Institutions
        “Thank you for delivering a wonderful course. I can honestly say, it’s one of the best I’ve done. I would recommend these couple of days to everyone I can think of. I’ve learned so much. Fantastic couple of days.”
DB, HSBC Hong Kong

DB, HSBC Hong Kong

Director
        “It provides a structure for an individual no matter how they are communicating with their particular audience – to maximize the effectiveness of the time with them.”
PC, Aon Hewitt

PC, Aon Hewitt

Head of Sales Consultants
        “I think having the institutional investor knowledge that Winning Presentations has, makes their training, their content, and their philosophy for training, one of the best in the business.”
CG, MFS Institutional Advisors

CG, MFS Institutional Advisors

President
        “Winning Presentations provided invaluable advice, training, and tips about structuring both written and verbal presentations not only to ‘hold’ an audience but to significantly enhance the prospects of winning new business.”
BC, Pyrford International Plc

BC, Pyrford International Plc

Chief Executive
        

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Meet your instructor

Mary Beth Hazeldine

Mary Beth Hazeldine

I've been there, done it, and got the T-shirt. I know what it's like to present to clients or pitch as part of a beauty parade.


I have an MBA in Finance and have held senior client-facing positions in financial services over a very successful 25-year career. I ran the Global Automotive Teams for both JPMorgan Chase and Commerzbank AG and spent 3 years as a consultant for Pricewaterhouse Coopers.


As an NLP (Neuro-Linguistic Programming) Master Practitioner, Psychologist, and Hypnotherapist, I can show you how to persuade your client most effectively.


I am the Managing Director of Winning Presentations. In my 13+ years of teaching and training, I have consistently ranked as a top instructor and helped thousands of financial services executives win more mandates, impress their clients, and stand out from the competition.

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Course schedule

4 Hours Per Week

  • Pre-Work

    15 min

    Please upload a 3-5 minute video sample of a typical presentation you would make. This should not require much preparation - just deliver something that you've already done. Be sure to anonymize the slides if you would like to keep your company/client identity confidential.

  • Recorded Sessions

    2 hours

    10 x 10-minute recorded video training sessions with exercises.

  • Four 90-minute Live Sessions

    11:00am -12:30pm EST

    There are two weekly live sessions over two weeks.


    Tues. Nov. 14th - 11 - 12:30 EST

    Thurs. Nov. 16th - 11 - 12:30 EST

    Tues. Nov. 21st - 11 - 12.30 EST

    Wed. Nov. 22nd - 11 -12:30 EST

  • Course Project

    1 - 2 hours

    There is a course project which takes approx. 1 - 2 hours to complete. This is a deliverable during Module 3 (on a Tuesday), so you will have the weekend to work on it.

  • 1:1 Coaching Session

    45 minutes

    1:1 Coaching Session with Mary Beth Hazeldine in the week following the course.

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Learning is better in cohorts and with practical research-based strategies that are proven to work in the financial services sector.

Learning is better in cohorts and with practical research-based strategies that are proven to work in the financial services sector.

Maximum instructor interaction

This cohort is limited to 8 participants to ensure maximum practice, feedback, and instructor interaction.


Because of this, waiting lists can be long. We will endeavor to add more cohorts to meet demand.

Practical and research-based, not theoretical

Winning Presentations' global research over 34 years in 50+ countries has revealed the "real" reasons why the winners win and the losers lose.


This course is not "theoretical" but based on what is proven to work in the financial services sector. You will go away with a presentation that you can immediately use in business.

Active learning, not passive watching

This course builds on live workshops and a hands-on project. You will be participating, presenting, practicing, and improving throughout.

Frequently Asked Questions

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