Trusted by Financial Services Leaders Across the UK and Europe
Why Choose us for Financial Services Sales Training
Transform Your Financial Services Sales Performance
• Do you stand out with your clients?
• 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
7000
+
Global Delegates
15
+
Years’ Experience
100
%
Success Guaranteed
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
Overcoming the Most Common Financial Sales Challenges
Selling complex financial services needs more than just product knowledge; you need to connect, persuade and command a room. We help financial teams identify and eliminate the roadblocks that are costing them deals:
- Low Conversion Rates: Does your team fall into the trap of over-explaining complex data? We train your team to translate intricate product features into clear, compelling narratives that drive investment decisions.
- Failing to Secure Second Meetings: Pitching at a prospect instead of talking is a common mistake. We teach your executives how to shift from a transactional pitch to a consultative conversation, uncovering the client’s true underlying needs to establish trusted advisor status.
- Poor Client Engagement: Relying on dense, text-heavy slide decks guarantees you will lose your audience’s attention. We help your team ditch the dull slides, master their delivery, and project an executive presence that commands the room from start to finish.
- Struggling with Tough Q&A: Aggressive investor scrutiny can easily fluster even experienced fund managers. Through intensive, on-camera role-play, we build the muscle memory needed to handle objections calmly, pivot effectively and maintain authority under pressure.
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
We know that selling financial products requires a different level of sophistication. Here is how we build the skills your team needs to succeed:
- Complete Bespoke Coaching: Our programs are entirely customised to your firm’s specific objectives—whether that’s winning a specific pitch; capital raising, or navigating complex institutional investor pitches.
- Experienced Coaches: Your team will learn from industry veterans who have walked in their shoes. Our hand-picked coaching team includes former corporate financiers, fund managers, and financial PR experts.
- Realistic Role-Play Based Coaching: We give you intensive, on-camera role-play. We simulate high-pressure environments—such as critical fund launches or complex product pitches—allowing your team to test their messaging, refine their executive presence, and master objection handling before they go live.
- Fast, Measurable Results: Our intensive coaching sessions deliver immediate, tangible 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.
“Practical, insightful and invaluable”
“The support from BBA was practical, insightful and invaluable.”
J.P. Harrop, Co-Founder and Group Head of Sales, Augentius
Case Study – Supporting Augentius in a B2B Pitch
Augentius, now part of IQ-EQ, was a leading fund administration business operating in over 13 jurisdictions around the world and headquartered in London.
- Their Challenge: Following corporate activity in one of their large clients, that client put all their fund administration out to tender. Augentius wanted to maintain and develop their relationship with the new entity.
- BBA Solution:
(1) We simplified and refined their messaging and materials
(2) We re-structured their presentations to make them more client-centric.
(3) We then coached the global pitch team to turn that messaging into presentations in New York and London. - The Outcome: After a lengthy series of competitive pitches, Augentius secured its existing business as well as increasing its business further. Most importantly Augentius reinforced its relationship with the client across multiple operational hubs.
- Read full pitching case study
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.
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.
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 can run training and coaching online.