A select and limited number of financial professionals will have unparalleled access to Fin-Comm for Premier Concierge Coaching and Consulting services including, but not limited to –
Scheduled programs and workshops customized for your objectives and needs with review and follow-up sessions to fit your schedule
Research and presentation development for specific investment and wealth management cases
Review, development and refinement of personal marketing content
Presentation strategy and design for high net worth business development opportunities
Presentation strategy and design for institutional business development opportunities
Development and scripting of agendas and storylines for interactions with prospects, clients and centers-of-influence
Development of subject matter “Safe Harbors” critical to your client service model
For Managers – Recruiting advice, including negotiation skills, presentation skills and role-playing
Defining your “Core” and your “Fifth Element”
Improving collaboration with internal and external specialists and partners
Communication skill-building practice, coaching and refinement
Strategies and tactics for gaining a competitive edge
Receive the time, unparalleled access and personalized care and service you deserve. Receive insight, guidance and expertise when you need it.
Let’s schedule an appointment to discuss a Premier Concierge Consulting and Coaching engagement for you, or you and your team.