Trusted by CEOs and Executives at…
“BBA really helped me think differently about the way I deliver talks and presentations… highly recommended.”
Why Choose us for Financial Services Sales Training
Do Your Financial Services Sales Deliver the Results You Need?
• Do you stand out with your clients?
• Do you do credit to the strength of your offer?
• Do you excite new clients?
• Are you closing enough deals?
If Not, We’ll Give You the Skills & Confidence You Need to Win
• Connect With Your Clients and Have a Conversation
• Tell a Clear, Powerful Pitch Narrative
• Give a Compelling Case For Your Offer
• Answer the Questions Clients Ask
• Stand Out & Be Noticed
450
+
Global Clients
15
+
Years’ Experience
97
%
Client Feedback Score
Here at BBA we deliver results, fast.
“Training I can really use day to day”
“Training I can really use day to day”
Senior executive, Franklin Templeton
Sales Training for Financial Services Professionals Seeking:
- Better Client Engagement
- Improved Sales Performance
- Professional Development
Benefits of Our Financial Sales Training Courses
Develop powerful questioning techniques
Better client listening
Explain complex products and services
Improve impact
Build confidence
Close the deal
Financial Services Sales Specialists
Our financial sales training programmes are tailored to your specific needs, whether you’re preparing for an upcoming fund launch, refining an existing pitch, or building world-class sales skills.
- Financial services specialists: We’ve been doing this for 15 years
- Tailored training programmes: Everything bespoke to your needs
- Guaranteed success: See immediate results.
“Essential if you are going to be a spokesperson”
“Essential if you are going to be a spokesperson for your business”
SP
Our Approach to Financial Services Sales Training
What’s special about the BBA sale coaching programme is:
- Complete Bespoke Coaching: Designed around achieving your objectives
- Experienced Coaches: All have worked in financial services
- Role-Play Based Coaching: Realistic and practical
- Fast Results: See immediate improvements
Your Financial Sales Pitch Coaching Team
Meet Our Expert Pitch Coaches
Paul Farrow
As a former journalist, stockbroker and partner in financial PR, Paul brings huge insight into the world of financial pitching.
Benjamin Ball
Ben is founder and is chief coach. As a former corporate financier in the City of London, he’s been supporting senior executives for over 20 years, helping them pitch, present & persuade.
Steve Jacobs
With over 25 years’ experience in corporate and financial public relations, Steve was a founding partner of FTI and was head of comms and IR at Breedon Group plc. He’s helped all types of pitches and presentations.
“Convinces even the most reluctant investor”
“Makes sure your financial presentation convinces even the most reluctant investor.”
Philippe Moschetta, CFO, Al-Muhaidib
Financial Service Challenges We Help You Overcome
If you recognise any of these, we can help:
- Not getting second meetings
- Low conversion rates
- Poor client engagement
Best for Financial Presentation Training
Best for Investor Presentation Coaching
When You Need Fast Improvements in Sales Skills
Our sales training programmes help you achieve fast results. We work with you to develop a personalised training that focuses on the areas where you need the most improvement. And because our training is delivered in a small group or one-on-one setting, you’ll get the attention and support from our experienced coaches to succeed.
- Individual attention and support
- Reputation for delivering award-winning results.
- Personalised training plan
“Paid for itself many times over”
“Our investment in the coaching has paid for itself many times over.”
Ed Coulthard, CEO, Blast Films
How We Support Your Sales Efforts
Ready to take your sales skills to the next level? Contact Benjamin Ball Associates today to learn more about our sales training programmes for financial services professionals.
- Financial services specialists
- 15+ Years experience
- Extensive role-play coaching
What Our Clients Say
Get a free consultation about improving your sales pitches
“I have attended several presentation skills trainings … this was the best by quite some way.”
NF, Bureau van Dijk
+44 20 7018 0922
info@benjaminball.com
FAQs for Financial Sales Coaching
Our coaching is designed to address your business needs. Let us know what you need help with and we’ll let you know if we are the best to support you.
1. We have over 15 years of experience helping financial services professionals to pitch, raise funds, and launch products more effectively.
2. Our training programmes are highly flexible and tailored to your specific needs and goals.
3. We offer a variety of training delivery options, including small groups, one-on-one coaching, and online training.
4. Our coaches are experienced professionals with a deep understanding of the financial services industry – private equity, venture capital, real estate, equities, fixed income and derivatives.
Contact us today to learn more about our sales training programmes for financial services professionals.
Our experts can help you understand how to use verbal and non-verbal communication, and practise with you to prepare for your next sales meeting. You’ll get fast and effective results.
Transforming your sales skills using our expert coaching and guidance will help you to sell more confidently and effectively.
Building confidence is a key component of successful selling. We’ll show you confidence-building techniques during the session to improve your poise and self-assurance in sales situations.
We work closely with our clients to tailor our sales training courses and methodology to respond to different real-life scenarios. Small improvements you make have a big impact on the final result.
We’ll show you how to connect with your audience. Our executive coaches each have 20+ years of experience. They have the skills and techniques to enhance your sales capabilities and get the best outcomes for you and your business.
The results gained from sales skills training can be immediate. We’ll show you the tricks of the trade as well as ways to prepare and practise.
Practice, practice, and more practice will raise your confidence when talking to prospects. You’ll learn how to turn a dull sales pitch into an exciting and compelling proposition.
We work with companies and individuals that want to make their selling effort more successful. We specialise in financial, investor, and corporate communications and support senior executives and management teams across our global customer base.
We coach skills that help you create winning investor pitches, successful fund raises and strong product launches. Our expert team has worked with a wide range of financial services companies. More details about our successful partnerships and public speaking coaching services can be viewed on our Case Studies page, and feedback from business leaders and executives who have benefited from our training can be seen on the Client Feedback page.
Our coaching is intensive. A typical small-group coaching session for c 4 people lasts one half day. But we are flexible about formats, which will depend on the outcomes you want from your sales coaching.
Yes, We work at all levels.
Yes, we can run training and coaching online.