United Capital Financial Advisers, LLC, one of the fastest-growing and most innovative financial planning firms in the nation, has selected Baker Communications to deliver an Exceptional Presentations training seminar for its financial advisors and to create a presentation readiness certification program for internal use. United Capital was seeking a training partner with the ability to deliver on-site training and to design a specialized program through which selected financial advisors can become certified to present United Capital’s content. Baker was able to work closely with the client to design a program that would meet their specific needs.
Two Senior Level Baker Communications Instructors and Exceptional Presentations Experts will travel to Dallas, Texas to deliver an Exceptional Presentations training workshop for the financial advisors group. In this highly interactive training event, participants will gain experience using fundamental presentation tools such as the ASIA Opening (Audience, Idea, Solution, and Action Request) introductory format to quickly catch the interest of their listeners. They will learn and practice advanced public speaking techniques and refine their control of vocal tone, pitch, and gestures, to retain attention and interest. Attendees will also benefit from personal, one-on-one coaching, receiving expert feedback on ten video recordings of practice presentations delivered during the workshop. The client will be able to use the Presentations Readiness Program to groom and certify individual financial advisers to deliver United Capital’s message in a polished and professional style.
About Baker Communications
Baker Communications designs and deploys Peak Performance and Transformation Solutions that ignite and sustain growth. As one of the fastest growing Performance Improvement companies in the world, Baker Communications delivers innovative products and services in eight areas including Sales, Marketing, CRM, Negotiations, Presentations, Management, Customer Service, and Time Management. Over 1,000 corporations per year, including 50% of the Fortune 500, partner with Baker Communications to improve the performance of their business critical functions and human capital. Our employees and certified partners are distributed across the Americas, EMEA, Russia and Asia, enabling us to deliver value in multiple geographies, languages and cultures. Baker Communications has been recognized as one of the world’s “Top 10 Sales Force Automation Training Companies” and “Top 20 Sales Training Companies.”
About United Capital
United Capital Financial Advisers, LLC (United Capital) is one of the fastest-growing and most innovative financial planning firms, with offices throughout the country. They have brought together some of the most talented and capable financial minds to assist with any financial questions or issues clients may have. They are a partnership of exceptional financial and investment advisers with a unified goal: to help clients achieve genuine empowerment over their financial lives.
Established by an experienced group of investment and financial planning professionals, the members of the United Capital management team have held executive positions in multi-billion dollar investment firms before joining the company’s ranks. Today, United Capital and its financial and investment adviser affiliates provide guidance on more than $9.3 billion of client assets under administration, in 47 offices around the United States.