Background
Denver Investments is an independent firm providing investment management services for individuals, institutions, financial advisors and intermediaries. With over 50 years of professional investment management experience, it is 100% employee-owned. As an employee-owned company, everyone is completely invested in improving their abilities to win business.
Problem
Management called us in to help their client- and prospect-facing professionals overcome distracting habits, nervousness and weak presentation skills, while increasing their ability to prepare for high-stakes pitch situations.
Solution
We customized a combination workshop/one-on-one coaching engagement with elements from our Power of Persuasion, Presentation Skills for Executives, Strategic Storytelling and Public Speaking programs. Staff came together for group workshop learning and practice, with individuals also receiving focused private skill-building sessions.
Participants learned to structure presentations and focus their message on the needs of their audiences. They practiced crafting stories that engage and build buy-in. They learned strategies to keep attention, deliver value and convincingly overcome objections and resistance. And they developed the self-awareness needed to break old habits that get in the way of authentic communication.
We worked closely with the team on one particular pitch, helping them prepare the presentation to win the management of a 300 million dollar retirement fund.
Results
The firm credited GuruMaker coaches with making the difference in winning the management of a 300 million dollar retirement fund. Denver Investments reports better results in winning business from individual investors and institutional investors as a result of participants’ improved messaging and presentation skills. Their success has led to our continued engagement with the firm, as we work with them year after year to deepen their skill sets.