New Business Development
Breaking the social dance
Invesco Global Consulting shares a script designed to help prospect within your social circles for potential clients.
New Business Development
Boardroom personalities
Winning high-stakes boardroom presentations
The boardroom is filled with diverse personalities. They will evaluate presenters and proposals through different lenses. Presenters’ words, styles, and agendas may resonate with some while disengaging others. So, how do you build consensus in a meeting with a diverse group?
"Boardroom personalities" introduces attendees to four key personality types, how they view things differently, and adjustments they can make as presenters. The interactive keynote begins with self-discovering one’s personality type, followed by an introduction to presenter strengths and challenges common to others with that personality type, and then adjustments that can be made in order that they will likely resonate with more people. Finally, they are shown how to structure presentations with the goal of resonating with the right people at the right time.
Related insights
New Business Development
How to ask for referrals
Referrals are the best source of new clients, but you may be apprehensive about asking for them. Get a research-based approach in our business-building program, “Preferrals.”
New Business Development
An ideal client strategy
We share how financial professionals can potentially find ideal clients by leveraging referrals from their current clients.
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