Wealth Advisory Program (WAP): Module F Pitching & Negotiating

TGS-2022602327

Target Audience
Relationship Managers, Assistant Relationship Managers, Retail Bankers, Independent Financial Advisors, Insurance agents

Date

15 May 2026
31 July 2026
9 October 2026

Duration

9:00 AM – 5:30 PM
1 Day

CPD Hours

6.5

Funding

IBF Standards Training Scheme (IBF-STS)

Program Price

Early Bird: 10% Discount (register 1 month before the program commencement date)
Regular Fee: S$1200

Sign up now for any of the sessions. A confirmation email with the hotel venue details will be sent to you closer to your selected date.

This program delivers pitching and negotiation training for wealth advisors, relationship managers, and financial professionals. Participants develop practical skills to pitch with clarity, negotiate strategically, and manage client conversations confidently—driving stronger engagement and win-win outcomes.

Program Overview

Learning Objectives

Pitch confidently with clarity, structure, and conviction
Communicate value persuasively to different client profiles
Navigate pricing and negotiation discussions effectively
Identify buying signals and close conversations with confidence

Program Introduction & Orientation

This program focuses on the critical skills required to influence client decisions ethically and professionally. Participants explore how effective pitching, structured engagement, and strategic negotiation work together to build trust, overcome resistance, and achieve mutually beneficial outcomes.

Pitch & Negotiation Framework

Pitch
Prepare and deliver compelling pitches by structuring messages clearly, communicating with confidence, and using visuals and storytelling to reinforce value.

Engage Your Client
Create interactive conversations by asking powerful questions, anticipating objections, and using data or visuals to support key messages and calls to action.

Negotiate – Before
Plan negotiation strategies by defining objectives, understanding pricing considerations, and preparing for legal, regulatory, and communication challenges.

Negotiate – During
Apply strategic questioning, active listening, and collaborative negotiation techniques to move discussions toward agreement while maintaining strong client relationships.

Buying Signal
Recognise readiness to proceed, respond to buying cues effectively, and guide conversations toward clear decisions and next steps.

Practice & Application

Role-plays based on real client scenarios

Hands-on pitching and negotiation practice

Facilitated feedback to strengthen delivery and confidence

Application of techniques in realistic advisory conversations

Key Value Propositions: Pitching & Negotiating

Stronger Persuasion & Negotiation Confidence

This program supports financial professionals in applying ethical, compliant, and relationship-driven pitching and negotiation practices aligned with professional and regulatory expectations.

Improved Pricing & Value Discussions

Strengthen your ability to articulate value, manage pricing conversations, and navigate negotiation dynamics effectively.

Practical Skills for Immediate Application

Apply pitching and negotiation tools immediately in client engagements to improve conversion outcomes and relationship quality.

Clear Decisions & Stronger Commitments

Enable advisors to guide conversations toward clear outcomes by recognising buying signals, addressing hesitation effectively, and securing confident client commitments.