Pitch and client communication training for relationship managers, advisers and leaders in banking, wealth management and investment.
Member of The CPD Certification Service
Pitching to high net worth clients and winning the mandate
Presenting complex numbers so a client understands them first time
Staying composed when a client challenges fees, performance or risk
Investor and stakeholder meetings where the answer has to be short
Programmes are built around your team, your clients and the conversations they actually have. Every session is live practice: your people run real scenarios, a trainer pushes back the way a client would, and they get direct feedback before trying again.
Formats: half-day and full-day workshops, multi-session programmes and 1:1 coaching, for groups of 12 to 25. Most finance clients start with Business growth or Leadership clarity.
A UK private bank
Pitching pilot for relationship managers, followed by three more two-day cohorts
Fairway Capital
Communication training for the leadership team, which went on to raise £300 million for its third fund
“Highly recommend. Gordon and Fred’s delivery is exceptional, and it’s not every day you finish a course feeling like true value has been added. This was one of those courses.”
Billy Gibson
Director
Our trainers have been the expert in that room themselves, from private banking at JP Morgan to Frederick’s pitch on The Apprentice, rated the best in the show’s history. Every programme is tailored to your team, your clients and your products. The feedback is direct and actionable, so your people use it in their next client meeting. That is why our training is rated NPS 100.
Yes. We run sessions at your offices or a venue you choose, in London and across the UK.
Yes. We agree the scenarios with you before the programme, so your people practise the conversations they actually have.
Workshops work best for 12 to 25 participants. For larger teams we run several cohorts.
Programmes can start with a baseline on Scenara, our AI practice platform, and we track progress through feedback, observation and a final review.
Or just email us at hello@leadershipcommunicationgroup.com. Tell us who your team is, what they present and where it isn’t landing, and we’ll reply with an honest view.
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