Presenting With Confidence For Financial Advisors
Six Secrets to Communicating More EffectivelyWatch Promo
When you think of presenting, you usually think of a formal board pitch or a final presentation to a prospective family office. But that’s not the full story.
Presenting is really about communicating who we are and “selling” others on our objectives or ideas. Whether in a one-to-one with an employee you want to motivate or with a $25 million prospect, there are six definitive keys to confident presenting. In this course we'll teach you these principles and provide you with the tools you need to become a more eloquent, persuasive presenter.
What You Get:
- Nine lessons that cover the Six Steps to Confident Presenting method.
- A final review quiz to help you test your knowledge.
- Worksheets to help you plan your presentations more effectively.
- Unlimited access to course materials.
Industry veteran Bev Flaxington has spoken to thousands of financial services professionals over the years on topics ranging from building an effective business to leadership and change management. In addition to almost 20 years as a practice management consultant, she has held several C-level positions in investment and advisory firms.
PreviewLesson 1: Know "Why" (2:33)
StartLesson 2: Know "Who" (3:18)
StartLesson 3: Creating Flow (3:22)
StartLesson 4: Provide Context (2:17)
StartLesson 5: Matching Behavioral Style (2:54)
StartLesson 6: The Four Ps of Human Behavior (1:12)
StartLesson 7: Bringing Closure (2:45)
StartLesson 8: Mastery in Presenting (1:18)