We Uncover Stories that Engage
MAKE YOUR STORY COMPELLING
Telling people about your mutual fund is simple enough. But does everyone tell your story the same way? Is it easy for your clients and prospects to understand? Is it concise enough for a one-minute interview on TV? Does it sell?
After participating in a Message Development and Media Training Workshop designed just for your spokespeople, you''ll say "yes!" to those questions.
“In a competitive environment, only those who have a strong, unified message, who create and sell quality and value, will survive."
Tom Peters, co-author of In Search of Excellence, Lessons from America’s Best-Run Companies and More
UNCOVER MESSAGES THAT SELL
If you ask everyone in your company to describe your investment process and why it's different, will you get a consistent answer? Can you tell an investor why they should invest in your mutual funds instead of your competitors' in a way that's easy to understand?
Most asset managers will have an articulate, intelligent answer, but not one that's truly differentiating - and, not one designed to close the sale. SunStar's Messaging & Media Training Workshop can help.
IN MEDIA TRAINING, LEARN TO:
- Deliver a powerful story
- Engage advisors and investors
- Control an interview
- Be persuasive and trustworthy
- Cut down on jargon
- Emphasize benefits
- Be compliant
FROM WALL STREET’S BEST KEPT SECRET TO SOUGHT-AFTER EXPERT
Our Message Development & Media Training Workshops are an integral part of onboarding for each new client. We develop messages specifically honed to highlight your approach to the market as an RIA, wealth manager, asset manager, banker and more. Journalists will seek you out for your consistent, plain English, on-point delivery - your expertise will shine!
HERE'S HOW IT WORKS
Put power in your story - determine the best ideas that articulate your firm's value proposition and process.
In this half to one-day session, we’ll guide your management team through a lively, interactive discovery process. Then, together, we’ll fine-tune those ideas until they ring true to you and the target audience you want to reach -- and put them into plain English.
When completed, you’ll have a concise, compelling set of key messages about your firm, its disciplined process and expected outcomes. You’ll be able to use them to take control of sales discussions and media interviews and to bring consistency across all your digital and print collateral.
Learn to speak so that people take notice, in interviews, sales calls and daily conversation.
In this half to one day session, we’ll provide media training tips and exercises to build your skills and confidence.
We’ll teach you how to manage your words, tone and body language. You’ll understand how to prepare for every interview so you can deliver the points you planned to make even when asked the “wrong” questions. You’ll go home with the techniques you need to feel in control of every interview.
Held in our simulated TV studio or a studio convenient to you, this course gives you the opportunity to practice your new interview skills under hot lights on camera, with plenty of constructive feedback.
Understand the PR Process
By the end of the day, you’ll have a better understanding of the public relations process—both the benefits and the responsibilities—as well as understand talking to the media from a compliance perspective. And, you’ll be able present your two minute answer in about 20 seconds—and be less likely to be misquoted.
You’ll be confident in your ability to present yourself intelligently, appear trustworthy, and be persuasive.
Put your best foot forward in every sales call or finals presentation.
Delivering Your Message
This Workshop focuses on practicing the skills you need to present yourself intelligently, appear trustworthy, and be persuasive.
Armed with your firm’s key messages and the unique characteristics of your investment process and fund, you’ll focus on delivering the points on your agenda - why your firm is different than your competitors, how your investment discipline works and where you are making money today.
Examples and Exercises On- and Off-Camera
Practice makes perfect. This session will give you ample opportunity to try out your new skills. Whether you're giving a prepared presentation or answering an off-the-cuff question, you’ll have a new command of the techniques that let you keep the conversation focused and relevant.
All our Workshops are customized to meet the needs of your people, their experience and level of confidence. Whether owners, portfolio managers or sales staff, we’ll set the agenda and skills coursework to deliver actionable results.