The answer to this question depends on the project and the client. Our group is a collection of elite independent/freelance consultants from various fields (marketers, copywriters, designers, publishers, researchers, analytics professionals, professors etc.). This "open architecture" structure allows us to build teams on a project-by-project basis. As a result of this strategy we have the flexibility to put the perfect team against each individual project, maintain the highest level of talent and keep our pricing at reasonable levels. And, this system allows us to add internal client-side advisors to our project teams, which adds to the long term viability and sustainability of our work with our clients.
Sometimes you might only need one consultant to deliver a small run of training sessions, a keynote address or a webinar. Other times you might need a ten person team to help you build a complete custom sales and marketing training curriculum. The team you work with is not static and is never based on our internal structure. It is based on your project scope and needs.
We study the best people in the financial services industry. We use the results of our research to build best-practice based courses for financial professionals. Our courses, webinars and keynotes are custom built and tailored specifically to match the realities of Investment Banking, Commercial Banking, Retail Banking, Private Banking and Wealth Management.
A best-practice is a strategy, technique or methodology that, through experience and research, has been proven to reliably lead to a desired result. Our best practice database focuses on financial-services-specific revenue growth best-practices.
We define Emotional Intelligence (EQ) the same way most people define it. At it's core Emotional Intelligence (EQ) is the ability to identify, use, understand, and manage your emotions, and the emotions of the people you are dealing with, in a positive and productive way. For example, to improve client coverage interactions, work better with colleagues and prospective clients, close sales, negotiate, lead teams etc. We believe there is a dramatic difference between a best-practice and an emotionally intelligent best-practice. The latter is more customized and tailored to match a specific situation.
We specialize in skill based seminars, webinars and keynotes for financial professionals: Investment Bankers, Commercial Bankers, Private Bankers, Retail Bankers and Wealth Management professionals.
We work in the most private and confidential industry on the planet. As a matter of policy, we will never mention or publish the names of any past or existing client. With that being said, our client portfolio is fairly extensive and we have worked with a high percentage of the top 200 institutions in the industry as well as many of the most successful boutiques. Our clients tend to have larger leadership and client coverage teams requiring a comprehensive training solution.
Our best practice research is focused on answering two very simple and fundamental research questions:
- Question # 1 - What elements make an elite financial institution better than the rest?
- Question # 2 - What practices make an elite financial professional better than the rest?
Our research methodology is a hybrid model with a focus on both qualitative and quantitative industry analysis. This research methodology is focused on feedback and data collected from top performer interviews and focus groups, client side interviews and focus groups, industry specific historical analysis, 3rd party and proprietary quantitative data review as well as organizational and individual case studies.
The answer to this question really depends on your specific training objectives and capabilities. We will help you make the right decision for your project based on the following options:
During the development phase our approach is always consultative, collaborative, customized, respectful and candid. There are no slick websites, attempted oversells or super high-gloss marketing packages. Customization of each and every session to be the perfect match with your strategy, culture, existing programs and people is always the top priority.
During Millennium courses we actually teach things. We leave the smoke, mirrors, magic tricks and laser shows to the others. Your instructor (always our founder) will lead sessions in a fast paced, fun, highly interactive and financial services specific way. The curriculum and technical course content is always best-practice based, market tested, extremely practical, implementable and sustainable.
We have many core business values but we always try to keep the word respect at the center of everything we do. Respect means doing the right thing in every situation. And, of course, respect means honesty, integrity, confidentiality, candor, value, product excellence, community service, executional excellence, delivering on promises, exceeding expectations, etc., etc. When we include the respect rule in every conversation, decision and project (internal or external) we usually end up with great results.
A standard fee schedule is provided below for our best-practice seminars and Talks . If you do not see a package that matches your project objectives, please be sure to get in touch. We can always customize a proposal to match your situation.
Keynotes, Webinars & Talk Blocks
*Prices are negotiable based on levels of customization and institutional volume engagements so please talk with us about your training initiative and we will customize a proposal to match your project.
**All of our workshop pricing is based on a minimum of 25 participants per workshop and does not include project-related expenses. Project-related expenses such as travel, meals, print production, etc. are billed separately following each training session.
We believe our training programs are the best sales tool we have. If you are serious about hiring a consultant to help with your training initiative, we will conduct a trial seminar for you and 25 members of your team. If you like what you see and decide to hire us, we will roll the cost of that seminar into the broader engagement. If we are not the right fit for you, then you are free to say “thanks, but no thanks” and the seminar is 100% “on us”. We will never ask anybody to hire us unless they are completely confident we are the right fit. Making a large-scale training investment should never be a guessing game. You should know exactly what you are getting before you agree to pay for it.