Coaching Sales Excellence in the Asset Management Arena

In-person teaching Classroom

​​This Coaching Sales Excellence in the Asset Management Arena training will give you the skills to be an effective sales coach in the asset management arena. Common scenarios, challenges and opportunities will be explored.

By the end of the course, you will have the skills to lead your team effectively in growing new revenues.


This “Coaching Sales Excellence in the Asset Management Arena” course is for sales managers, heads of origination and head of sales.

Learning Outcomes

  • Use a structured approach to coaching​
  • Deal effectively with common challenges in the asset management sector​
  • Have the resources to empower your people to bring in more assets

Course Content

  • Challenges that are specific to the asset management arena in coaching sales excellence​
  • Winning hearts and minds of your team towards pro-active business development​
  • The different personalities in your team and how to coach them​
  • How to run an effective sales coaching conversation​
  • Dealing with challenging situations


of our clients would recommend Alpha to a colleague or peer


of a cohort was promoted within 2 years after participating in an Alpha course.


of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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