Within the financial services industry it is common place for firms to pitch for new business. However, some of these pitches are now feeling old, and no longer have the desired impact.

This workshop will ensure that you are able to put yourself and your firms across to potential new clients in a professional yet engaging manner. It will also provide you with the opportunity to refine your key messages and focus on the issues that are most important to your clients.

The aim is to not only improve the content of your pitch, but also your style and confidence – enabling you to land new business more consistently.

The perfect pitch will deliver the key messages to the client in a professional and engaging manner

The Course Agenda

Pre Workshop activity

• Perfect Preparation

Introduction and Welcome

• Understand the objectives and the timetable for the programme and workshop, and how delegates will benefit

Introductory Pitches

• Each delegate to present their pitch

Review of initial pitches

• Group review & debrief

Essential skills revisited

• What are the core Physical skills

Key pitching skills 

• Features, Advantages and Benefits
• Essential client questions
• Active listening skills

Using visual aids

• Use of PowerPoint
• Transmitting data
• Influence with visuals

Facilitating discussion

• Generating client involvement when required
• Relating discussion to objectives

Handling questions 

• Tips and Techniques for effectively answering questions

Communication styles

• How we think a short history

Pitch preparation 

• Where do you start?
• How do you finish?

Practice

• Pitch from each delegate
• Including questions
• Feedback from Consultant
• Feedback from peers
• Short video playback (if required)

Learning review

• Assimilation of key Learning Points
• Action plans