Put power in your story - determine the best ideas that articulate your firm's value proposition and process.

Interactive Session

In this half to one-day session, we’ll guide your management team through a lively, interactive discovery process. Then, together, we’ll fine-tune those ideas until they ring true to you and the target audience you want to reach -- and put them into plain English.

Compelling Messages

When completed, you’ll have a concise, compelling set of key messages about your firm, its disciplined process and expected outcomes. You’ll be able to use them to take control of sales discussions and media interviews and to bring consistency across all your digital and print collateral.

Learn to speak so that people take notice, in interviews, sales calls and daily conversation.

Practical Skills

In this half to one day session, we’ll provide media training tips and exercises to build your skills and confidence.

We’ll teach you how to manage your words, tone and body language. You’ll understand how to prepare for every interview so you can deliver the points you planned to make even when asked the “wrong” questions. You’ll go home with the techniques you need to feel in control of every interview.

On-Camera Exercises

Held in our simulated TV studio or a studio convenient to you, this course gives you the opportunity to practice your new interview skills under hot lights on camera, with plenty of constructive feedback.

Understand the PR Process

By the end of the day, you’ll have a better understanding of the public relations process—both the benefits and the responsibilities—as well as understand talking to the media from a compliance perspective. And, you’ll be able present your two minute answer in about 20 seconds—and be less likely to be misquoted.

Build Confidence

You’ll be confident in your ability to present yourself intelligently, appear trustworthy, and be persuasive.

Put your best foot forward in every sales call or finals presentation.

Delivering Your Message

This Workshop focuses on practicing the skills you need to present yourself intelligently, appear trustworthy, and be persuasive.

Armed with your firm’s key messages and the unique characteristics of your investment process and fund, you’ll focus on delivering the points on your agenda - why your firm is different than your competitors, how your investment discipline works and where you are making money today.

Examples and Exercises On- and Off-Camera

Practice makes perfect. This session will give you ample opportunity to try out your new skills. Whether you're giving a prepared presentation or answering an off-the-cuff question, you’ll have a new command of the techniques that let you keep the conversation focused and relevant.

Customized

All our Workshops are customized to meet the needs of your people, their experience and level of confidence. Whether owners, portfolio managers or sales staff, we’ll set the agenda and skills coursework to deliver actionable results.