Corporate & Investment Banking professionals make deals with the most sophisticated corporate and government financial decision makers, compete with the most talented and aggressive competitors and build internal and external alliances with many of the most intelligent and demanding people in the world of corporate finance (Treasury management, capital markets, compliance, credit, legal, tax, sponsors, syndicate bankers etc.). Having the ability to successfully manage and grow these relationships is what separates the best bankers in the business from lower performing bankers. We've studied the best-of-the-best and have found that they possess both high levels of financial IQ and high levels of Emotional Intelligence (EQ). The best-of-the-best (Weinberg, Rohatyn, Merrill etc.) were -- and are -- almost always as good on the people side of the business as they were and are on the financial side of the business.

Our High EQ Investment Banker workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful investment bankers in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.

Commercial Banking professionals operate in a unique and challenging environment in the business finance ecosystem. Commercial Bankers deal with clients, teammates and business partners of all sophistication levels. On one deal a commercial banker must work with a client who is highly sophisticated and operates a complex commercial enterprise. These clients are financially knowledgeable and work with multiple banking institutions to manage their -- state of the industry -- financial infrastructure, business strategies and business management systems. On other deals, these same Commercial Bankers must shift gears and work with commercial enterprises that - while incredibly successful - are far less sophisticated financially. These businesses often employ a more antiquated "piece-meal" approach to business management that is unique to their organization only. Having the ability to straddle these two worlds, while bringing together the internal team members needed to fully service the client is a fundamental competency for the High EQ Commercial Banker. The best-of-the-best are acutely aware of the uniqueness of each relationship, and are expert at developing and deploying a customized relationship strategy for each client.

Achieving success in the world of Private Equity requires technical financial mastery, confidence, drive, resilience and grit -- as well as a highly effective set of relationship development and relationship management skills. Private Equity professionals must develop, manage and grow relationships with a vast and sophisticated network of investors, advisors, lawyers, tax professionals, consultants, bankers, internal partners, corporate boards, portfolio company executives and employees... just to mention a few.

Deals often come together quickly, are highly competitive and, when complete, will present the Private Equity professional with a seemingly endless stream of deal-making hurdles, high pressure operational challenges, conflict resolution situations and complex interpersonal interactions. The Private Equity professional must navigate these obstacles while facilitating enormous change for portfolio companies and their teams. Private Equity, simply stated, is an emotionally charged, high-degree-of-difficulty business ecosystem.

Private Equity professionals must master the financial components of their craft but also achieve high levels of social and emotional intelligence. For the elite Private Equity professional, high financial IQ's, diplomas from elite universities and extensive operational experience are "table stakes.” But to become one of the best, a high EQ is an essential ingredient for initial survival and, ultimately, for sustained long-term high performance.

Small Business Banking is the best example of what we refer to as Community Banking. Often thought of as the best known bankers in town, High EQ Small Business Bankers have the ability to create, connect with and win over a complex network of relationships including entrepreneurs, community leaders, COI, branch partners, internal leaders, credit and support professionals. It is this ability to connect -- and their mastery of the people side the business -- that helps them to create and win more business than their lower EQ competitors and colleagues.

Our High EQ Small Business Banker workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful bankers in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.

Content Blueprint for The High EQ Small Business Banker Workshop

Wealth Management professionals must constantly prove their value to the most sophisticated high net worth, super high net worth and wealthy clients on the planet. They are charged with building deep relationships with a group known for being incredibly private, guarded and dependent on multiple professional advisors. And, when the markets are volatile or a client's personal world is turned upside down for one reason or another, the High EQ Wealth Manager proves their value. Wealthy clients are all very different and all have different family structures, issues and personalities. The best-of-the-best thrive in these environments and are masters at relationship customization, crisis management and high volatility communication.

Our High EQ Wealth Manager workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful wealth managers in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.

Private Banking professionals spend a signifiant amount of their time dealing with the most complex financial transactions. With that being said, they spend even more of their time dealing with, managing and attempting to influence an incredibly complex internal and external network of highly intelligent, highly competitive and highly demanding people.

Our High EQ Small Private Banker workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful Private Bankers in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.

Content Blueprint for The High EQ Private Banker Workshop

Module # 1: EQ - Foundational Theory

• Level 1, 2 and 3 Performance
• Emotional Intelligence (EQ) Defined
• Examples of High EQ & Low EQ Historical Figures
• The Financial Case for High EQ
• 7 Primary Emotional States
• Danger Zones & Comfort Zones
• Personal Competence vs. Social Competence
• Self-Awareness & Self-Management
• Social-Awareness & Relationship-Management
• THE High Performance Emotion: FLOW
• Introduction to the CARE Personality Model
• Introverts and Extroverts
• The Power of Empathy

How can human Financial Advisors compete with Robo-Advisors? The answer to this question should be a simple one: Support clients with equal or better technology, and also give them a highly educated, highly skilled and highly emotionally intelligent human Financial Advisor to go along with it. Research with affluent individuals has shown that an affluent clients comfort level with the idea of financial self-management declines as their wealth level increases. When given the choice between a robot, a human or both the affluent client will almost always choose both. Provided, of course, that a relationship with the advisor in question is deemed to be indispensable and of great value.

Our High EQ Financial Advisor workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful Financial Advisors in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.

Retail branches and call centers can be - and should be - the ultimate incubators of Emotional Intelligence. Retail Banking and Call Center professionals can be asked to handle an enormous number of unique customer interactions in a single day. Some of these interactions are positive and advise-based conversations with happy customers, while others can be high stress, problem solving and complaint resolution in nature. Regardless of the situation the best-of-the-best have the ability to bring about a positive result for each and every client. The High EQ Retail Banker is a master at creating an empathetic, solution oriented and high value customer experience for each and every client. And... they do this all in a extremely time constrained, high volume, high pressure environment.

Our High EQ Retail Banker workshop is designed to immediately and positively impact participant EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful bankers in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.

The role of the Financial Wholesaler, Institutional RM and Account Executive is becoming more competitive and challenging each and every day. In addition to being responsible for management of a complex suite of products, services and content, these professionals are responsible for marketing these financial services to the most sophisticated financial industry subject matter experts and top performers. Furthermore, as new, non-traditional firms enter the contest to capture the attention of the institutional financial client, the overall level of competition has heated up, both in terms of improved quality strategic coverage and number of competitive offerings and products. To compete and win in this space Wholesalers, Institutional RM's and Account Executives must posses the ability to create deep relationships and communicate effectively with some of the most sophisticated, challenging and time constrained players in the financial industry. And that means developing an incredibly high level of EQ.

Our High EQ Financial Wholesaler workshop is designed to immediately and positively impact Wholesaler, RM and Account Executive EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.