Create a punchy, persuasive, and relevant presentation that will land you the next deal or mandate.
Mary Beth Hazeldine
Owner & Managing Director of Winning Presentations, Ex JPMorgan Chase
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.
Financial services executives who sell products/services to external clients or need to make persuasive presentations to senior management.
Those with backgrounds in finance, accounting, business, economics, and insurance with little or no marketing or sales training.
Bankers who want to make pitches that stand head and shoulders above their competitors in a very commoditized financial services market.
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).
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.
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.
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.
Crafting Your 10-Minute Power Pitch or Presentation
I've been there, done it, and got the t-shirt. I know what it's like to be in front of clients with a pitchbook or be pitching 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 in the most effective way.
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.
Your Strategy, the Storyboard Planner, and an Impressive Start and Finish
Discover why the typical linear pitch sequence isn't effective. In this module, you'll identify the most persuasive presentation strategy and determine your optimal key messages. You'll also craft and practice a strong opening and closing to your pitch. By the end, you'll walk away with a great presentation outline and a strong start and finish.
The Body of Your Presentation Using the SP(ee)CH Behaviors
Master the 4 communication behaviors that every top financial rainmaker utilizes. In this module, you'll prepare the body of your pitch or presentation in a way that's persuasive and conversational. You'll also discover how to design pitch books for maximum impact. By the end, you'll have all the key elements to produce a 10-Minute Power Pitch.
Increased Presence/Confidence and Delivery of Your Full Presentation
It's important to take our methodology for a test drive. In this module, you'll discover some tips, tricks, and best practices for improving your 'presence' and confidence, You'll have the opportunity to deliver your full pitch and receive instructor feedback. You'll walk away with a pitch template that's ready to start winning you deals.
Effective Handling of Q&A and the Discussion Following Your Pitch
Effective handling of Q&A is key to winning business. In this module, you'll acquire a strategy for managing questions to ensure you're not knocked out of the running at an early stage. You'll master the art of handling objections as well as how to present as a team. You'll walk away knowing how to maximize your odds of winning the business.
Bring a typical anonymized presentation with you to the course. At the start of Module 1 (on a Tuesday), you will be asked to give a 5-minute sample of your standard pitch.
9:00am -12:30pm EST
There are two weekly live sessions on Tuesday and Thursday for two weeks.
Tues. Oct. 17 - 12:30 EST / 15 - 18.30 CET
Thurs. Oct. 19 - 9 - 12:30 EST / 15 - 18.30 CET
Tues. Oct. 24 - 9 - 12:30 EST / 15 - 18.30 CET
Thurs. Oct. 26 - 9 -12:30 EST / 15 - 18.30 CET
There is a course project which takes a maximum of 2 hours to complete. This is a deliverable during Module 3 (on a Tuesday), so you will have the weekend to complete it.
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.
Research-based and not theoretical
Winning Presentations' global research over 32 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.
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.
Interactive and project-based
You’ll be interacting with other learners through projects, peer feedback, and role play.