Investment Industry
Katherine Forsythe understands the turbulent waters and changing currents in the
investment community today. Her presentation skills coaching, sales training and
marketing/sales communication strategy programs help professionals define
product positioning and gain robust commitment from clients. Each program is
individually customized for institutional and retail investment management
firms, and designed specifically to meet the distinct challenges of your firm.
Programs include:
- Winning the business through powerful presentations and product positioning.
- Delivering Maximum Relevance: Defining and Differentiating yourself.
- Information gathering: Asking the right questions at the right time to win the business.
- Cementing and maintaining long-term client relationships: becoming the "first-call professional"—a sustaining source of experience and expertise.
- Believing in yourself: elevating your success through a world-class, entrepreneurial mindset.
- Positioning your business to attract your ideal client
Contact Katherine to discuss your specific needs.
"The difference between Kat's approach to training and others we've tried is
that her teaching changes the long-term habits of marketers. Even our most
senior team members improved their territory management. In the year
following Kat training we were able to set goals that were 30% higher than
the prior year."
Garrett Walls
Trust Company of the West
"Katherine Forsythe is one of the best consultants our firm has engaged. The monetary difference in client retention and attracting new clients has been enormous. She taught us how to communicate skillfully with our clients and prospects by recognizing different personality types. It has been consistently effective!"
Larry Lof
Lof Lopez Associates. LLC