Negotiation & Influence for Financial Services & Consulting
Professional Skills Training for Client-Facing Teams
Strengthen professional skills in negotiation and influence—supporting effective preparation, communication, and decision-making in complex, cross-functional, and cross-cultural situations.
Overview
In financial services and consulting, negotiation is central to how value is created and delivered. Whether structuring a deal, managing client relationships, or working across teams, the ability to negotiate effectively is a core professional skill.
Many professionals approach negotiation reactively—relying on instinct rather than structured preparation. This often leads to missed opportunities, unnecessary concessions, and inconsistent outcomes.
This program provides a practical, structured approach to negotiation—covering preparation, value creation, and stakeholder influence. Participants work through real-world scenarios to build skills they can apply immediately in client and workplace situations.
Sessions include live negotiation exercises, real-time feedback, and practical tools that support application in day-to-day work.
Key Outcomes
By the end of this workshop, participants will be able to:
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Prepare effectively for different negotiation scenarios
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Identify and evaluate sources of leverage and value
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Create and capture value in single- and multi-issue negotiations
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Influence stakeholders across teams and functions
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Manage conversations and relationships while maintaining strong outcomes
Format
Duration: 2 days (in person) or 6–8 virtual sessions
Delivery: Virtual or in person
Language: English (Persian facilitation available)
Cost: Contact us for pricing
Who Should Attend
Professionals at all levels—from early-career to senior leaders—in financial services and consulting.
Next Steps
Ready to strengthen negotiation and influence in practice?
Contact us to discuss how this program can be tailored to your organization’s priorities.