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YOUR SITUATION

Below are examples of the types of situations our clients encounter and how targeted communications initiatives can result in positive results.

We tailor our expertise to your specific situation, whether it’s helping you pinpoint your message, reward your team, or refine other communications skills.

Financial

You have an important upcoming finals presentation

Our approach: We start with listening. Based on what we hear in the initial strategy meeting, we define your coaching parameters, which include your objectives, roles, materials, and messaging. In subsequent meetings, we help you develop materials, anticipate questions, and practice delivery. Lastly, we videotape a full rehearsal with professional and peer feedback.

The result: Your team understands its audience and is prepared for questions. Your chances of winning the finals increase dramatically. 

Financial

A client is about to redeem

Our approach: We work with distribution and investment professionals to agree upon:

  • your strategy

  • your message

  •  how to answer your client’s questions and objections

  • who says what in your next client meeting

We then role-play and rehearse various scenarios, from clients who are yelling angrily to those who are passively upset.

The result: You feel prepared and confident as you communicate with your client, and your chances of retaining the business increase dramatically.

CONSULTING

The CEO has engaged you, but those who report to the CEO do not buy in to your participation. Your questions remain unanswered, and you’re at an impasse.

Our approach: We show you how to make your client feel more comfortable with your involvement. We’ll teach you how to listen to your clients so they’ll listen to you, answer your questions, and feel that you’re on the same side.

The result: Your engagements are more successful more quickly.

HIGH-TECH

Even your bosses don’t understand what you do.

Our approach: We show you how to explain highly technical information so even the least technical audience can understand.

The result: Your proposals get accepted more readily.

ACADEMIC

Your research is groundbreaking, but you can’t bring in the funding you need to get to the next level.

Our approach: We listen and observe, and then help you to tailor your message to a non-academic audience. 

The result: You begin to get corporate support.