We help you differentiate your offering, win pitches, acquire new and retain existing clients by delivering relevant financial education to your clients


    • Win new and retain existing clients
    • Expand your share of business
    • Increase client profitability


    • Design education programs that complement your offering
    • Provide material to differentiate your pitch from that of competitors
    • Deliver training programs on your behalf and together with your client advisors

Winning client business

When competing for client business, having a strong technical offering is essential. It will get you into the final selection round; but other things will help you win it. Think about it. Once your firm has been considered for the final round, the client’s focus of enquiry shifts from “Can they do it?” to “Do I want to work with them?”

Our services help you outpace your competitors in the last decisive meters of the race, by making clients want to work with you.

We provide relevant financial education to your clients to complement your services. By training and involving your clients we reinforce the standing of your company as financial expert of choice, and create an environment you can relate to your clients in a more informal and personal way. Providing financial education encourages your clients to share valuable insight on their business and needs. The training allows you to deepen and broaden your contacts and to connect with decision makers ahead of time.

Whether this relates to existing clients, prospects or an imminent pitch, it will make clients want to work with you, at the time a decision needs to be made.

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