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Advanced Presentation Skills

Course Objective - Provide participants with a best-practice-based toolbox for delivering highly effective presentations, speeches and one-to-one pitches.

Great opportunities often fall apart during less than stellar presentations. Financial clients are often confused, turned-off or bored by robotic product and information dumps. Having the ability to create and deliver a clear and concise message is an integral skill for all financial professionals. Sometimes your pitch is delivered in an elevator, other times it is in a boardroom and sometimes it is in a letter or through email. Getting your message across can be the difference maker between winning a new client and time wasted. Instruction is focused on how the best think about, build and deliver high impact presentations and messages.

Topics discussed in the Advanced Presentation Skills course include:

  • Understanding Level 1, 2 and 3 Performance
  • Self Awareness/Self Management
  • Social Awareness/Relationship Management
  • EQ And Presentations
  • The CARE Model And Presentations
  • Remember When Slides Were New & Cool
  • Balls, Strikes And Wild Pitches
  • Top 10 Client Pitch Turn Offs
  • Top 10 Client Presentations Wish List
  • The Anatomy Of A Perfect Pitch
  • Developing Powerful And Simplified Messages
  • The Importance Of Message Packaging
  • The First Pitch - Opening The Game
  • Making The Delivery Memorable
  • Avoid The Pitch-Book Robot Trap
  • Using Stories & Story Selling
  • Involving Participants & Interaction
  • The Final Pitch-Closing The Game
  • The Pitch After The Pitch
  • How To Implement & Sustain

All Millennium courses are tailored for delivery to match the strategy, client demographic, product mix and skill development needs of each client. All Millennium courses are available for delivery via instructor-led classroom session, webinar and/or train-the-trainer sessions.

  • 90-Minute Keynote Engagement – $15,000 USD
  • ½-Day-Courses – $595 USD per-participant
  • 1-Day-Courses – $950 USD per-participant
  • 2-Day-Courses – $1,250 USD per-participant
  • 3-Day-Courses – $1,500 USD per-participant
  • 3-Day Train-The-Trainer Course - $10,000 USD per-participant
  • Single 90-Minute Webinar - $3,750 USD
  • 10 Webinar Talk-Block - $35,000 USD