The Art of Negotiating for Financial Services

The Art of Negotiating® for Financial Services seminar teaches participants to successfully deal with pressures and negotiations, especially those involving large amounts of money and important clients on a daily basis.

The Art of Negotiating® for Financial Services seminar teaches participants to successfully deal with pressures and negotiations, especially those involving large amounts of money and important clients. In addition to qualitative issues, goals, and interests of all parties, participants will be equipped with the skills to communicate persuasively and collaborate to achieve mutual gain. This seminar can be customized to suite your organization’s needs.

In The Art of Negotiating® for Financial Services, participants will learn to:

  • Successfully negotiate profitable sales and financial contracts
  • Operate effectively under extreme time pressure
  • Build life-long relationships with clients where both sides feel their needs and goals have been met/exceeded
  • Take into account the qualitative issues, goals and interests of all parties and develop a resolution as quickly as possible
  • Learn persuasive communication skills
  • Avoid and resolve conflict
  • Plan and achieve more accurate revenue forecasts
  • Learn how to negotiate with other firms and competition
  • Expand personal power for effective bargaining
  • Learn what makes or breaks a deal
  • Learn the most appropriate times to negotiate and the quickest way to getting to an Everybody Wins® agreement
  • Learn effective methods of negotiation in face-to-face, phone and email settings
  • Develop tactics to bring opportunities and deals to a close in as little time as possible
  • Identify techniques used in establishing rapport and trust with anyone, regardless of their personality
  • Negotiate in any situation with lasting skills

 

This course is recommended for:

  • Investment bankers
  • Securities traders
  • Securities underwriters
  • Loan officers
  • Financial advisors
  • Management consultants
  • Compliance offers
  • Regulators
  • Securities firms