Negotiating for a WIN-WIN

Learning how to successfully maneuver through negotiations is often a difficult and stressful process. Learn the basic frameworks which are best utilized in a negotiations setting: sales, client, internal, personal. Understanding conflict resolution through employing a step-by-step strategy to arrive at a mutually beneficial agreement can even serve to strengthen (rather than damage) relationships.

Interactive exercises which develop creative solutions and anticipate potential objections and threats provides the core of this workshop. Through the use of participant case studies, the program identifies practical tools to develop confidence and competence for professionals to arrive at a WIN-WIN outcome and result.

No sessions currently available. Contact client services to get the next available date.
New Private Bankers, New Wealth Advisors, Brokers who are going to cover broader wealth solutions, Portfolio Managers and other Product Specialists requiring an in-depth overview of wealth management, Individuals working in the finance arena
No advance preparation required.
Sales experience
Achieving a WIN-Win
  • The power play
  • Know your game plan
  • Human fears
  • What's fair and what's not

Overcoming Obstacles and Objections

  • Differentiating
  • Adding value (why me?)
  • Sales versus internal negotiations
  • Defusing emotions

Developing Creative Solutions

  • Concession strategies
  • Negotiating on merits
  • Building positive relationships

BATNA - Best Alternatives to a Negotiated Agreement

    Adapting Your Approach

    • Alternative tactics
    • Breaking deadlocks
    • Skills practice

    Developing Your Personal Game Plan

Clients who register for this course will receive a complimentary 6 month subscription to the Financial Times and FT.com. The Financial Times is the world's most respected financial newspaper providing a broad assessment on finance, business and the industrial sector. Subscriptions will start within 6-8 weeks of the application process, and are limited to one per client. For questions about your subscriptions call 800-628-8088 or email uscirculation@ft.com. US and Canada enrollees only.

Lunch included for all students taking day classes.