Advanced business development methods in finance

At the end of the day, your success in the business is defined by your clients. Whatever expertise you might count on, cannot compensate for the lack of paying clients in assuring the sustainability of your business. A clients’ choice to work (or continue to work) with you or not is significantly influenced by simple behavioral rules. Knowing how to leverage them gives you a critical competitive edge in growing your business.

You will learn how to fully understand your client’s mindset, behaviors and expectations to better satisfy their needs.


Best Practices

  • Understating the decision-making process any client goes through
  • The client’s decision influencing factors you must know about
  • Selecting the right client approach
  • The key psychological levers to convince new clients to join you
  • How to maintain great relationships with existing clients

Deliberate Practice

  • Participants will apply the learning within their own professional context, in order to come up with implementable solutions to grow their client base.

Lessons Learned and Next Steps


    The Training Sprint is a live online class of 3 hours (10-13 CET) using Zoho Showtime. This course is CPD accredited for 3 credits.

    Target Group

    All investment professionals with commercial duties


    This Training Sprint will be offered by Panthera Solutions, a cooperation partner of the Capital Markets Academy. Registration, processing and payment are handled directly through Panthera Solutions. Standard payment method is PayPal. If this is not suitable for you, please contact Panthera Solutions directly here.

    Ihre Referenten

    Luca Signoretti

    Luca Signoretti ist ein Leadership & Stakeholder Management Spezialist bei Panthera Solutions. Er verfügt über 25 Jahre Marketing- und Kommunikationserfahrung in leitenden Positionen für