Services
Services
Training
Winning new business depends on the skills and on-the-spot judgment of your front-line staff. EDH’s training programs cover Presentation Training, Client Relationship Management Training, RFP Team Training and Sales Training. Each program is based on decades of observing best practices in the industry.

We’ve helped all personality types improve their communications skills...from dry portfolio managers who lack passion to lecturers who overwhelm audiences with detail to product pushers who sell without listening first. Does this sound like any of your staff?

Give your staff the skills needed to avoid the elimination trap door.
Give your staff the skills needed to avoid the elimination trap door.
Training
Winning new business depends on the skills and on-the-spot judgment of your front-line staff. EDH’s training programs cover Presentation Training, Client Relationship Management Training, RFP Team Training and Sales Training. Each program is based on decades of observing best practices in the industry.

We’ve helped all personality types improve their communications skills...from dry portfolio managers who lack passion to lecturers who overwhelm audiences with detail to product pushers who sell without listening first. Does this sound like any of your staff?

Four Reasons to Retain EDH for Presentation Training
1
Experts in Helping Investment Professionals Become Stronger Presenters
Investment professionals often have well-developed analytical skills but less-developed presentation skills. Yet their presentation effectiveness is critical to your asset gathering success. EDH has helped hundreds of investment professionals address presentation issues like:
  • Not overwhelming audiences with too much information presented too fast
  • Explaining the investment process so it is compelling and understandable
  • Answering questions succinctly – without going into too much detail
  • Addressing numerous personal style issues that hamper presentation effectiveness
Why It Matters
It often takes a credible outside expert like EDH for investment professionals to buy-into the need for change.
2
Intensive Review of Presenter Best Practices
EDH leads an intensive review of presenter best practices. The review is packed with surefire techniques for improving presentation skills based on decades of observing the best presenters in the institutional investment management industry.
Why It Matters
As your participants go through EDH’s presenter best practices session, they’ll immediately get excited about effective new techniques they can adopt. Improvement will be swift and effective.
3
Videotaped Mocked Presentations
Your participants make mock presentations – which are videotaped, critiqued, and replayed.
Why It Matters
There is simply no substitute for addressing presentation weaknesses than seeing yourself on videotape.
4
Industry-Specific Guidance
There is nothing generic about EDH’s training programs. Our programs are custom-designed to reflect the culture and nuances of the investment industry.
Why It Matters
You’ll get particularly effective guidance because EDH specializes in your industry.
Four Reasons to Retain EDH for Presentation Training
1
Experts in Helping Investment Professionals Become Stronger Presenters
Investment professionals often have well-developed analytical skills but less-developed presentation skills. Yet their presentation effectiveness is critical to your asset gathering success. EDH has helped hundreds of investment professionals address presentation issues like:
  • Not overwhelming audiences with too much information presented too fast
  • Explaining the investment process so it is compelling and understandable
  • Answering questions succinctly – without going into too much detail
  • Addressing numerous personal style issues that hamper presentation effectiveness
Why It Matters
It often takes a credible outside expert like EDH for investment professionals to buy-into the need for change.
2
Intensive Review of Presenter Best Practices
EDH leads an intensive review of presenter best practices. The review is packed with surefire techniques for improving presentation skills based on decades of observing the best presenters in the institutional investment management industry.
Why It Matters
As your participants go through EDH’s presenter best practices session, they’ll immediately get excited about effective new techniques they can adopt. Improvement will be swift and effective.
3
Videotaped Mocked Presentations
Your participants make mock presentations – which are videotaped, critiqued, and replayed.
Why It Matters
There is simply no substitute for addressing presentation weaknesses than seeing yourself on videotape.
4
Industry-Specific Guidance
There is nothing generic about EDH’s training programs. Our programs are custom-designed to reflect the culture and nuances of the investment industry.
Why It Matters
You’ll get particularly effective guidance because EDH specializes in your industry.