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1 Wealth manager delivers thought leadership to cultivate new relationships at Cisco GSX

CHALLENGE: As a Morgan Stanley VP and trusted advisor, Tom was invited to speak at GSX. His goal? To educate Cisco's global sales force on the complex decision-making process behind big bank IT spending.

ACTION:  During 3 private Keynote coaching sessions, Dynamically Speaking helps Tom to:

• define and project strengths of his leadership brand 
• transform boring technical content into a dynamic TED-style talk
• speak in a common language free of finance jargon 
• communicate with clarity, passion, and simplicity
• ​enhance warmth and approachability to build trust
• present stories to provide meaningful context around data
• develop rainmaker questions to help IT sales professionals win new business from his employer

  RESULT: After Tom's TED-style Keynote,

• Cisco's CEO e-mails Morgan Stanley's CEO, praising Tom for delivering value
• Tom grows new business relationships with Cisco IT sales executives 
• Tom receives more invitations to present Keynote speeches  high-profile events

2  Investment team shines as industry panel moderators during high-stakes event

CHALLENGE:  A 25-person investment team seeks to captivate a discerning audience of clients, analysts, shareholders, and media at a premier tech conference. To stand out, they must deliver compelling thought leadership.

ACTION:  During intensive private and team training sessions, Dynamically Speaking works closely with the firm's CEO, along with Investment Banking, Institutional Sales, Corporate Finance, and Research teams on: 
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• projecting executive presence
• listening attentively while staying present
• aligning visual, vocal, and verbal behaviors with spoken words
• reconnecting with passion for serving customers
• guiding panel conversations without controlling them
• speaking with vocal energy 
• applying fluid hand gestures to build trust
• posing thoughtful questions as audience advocates
• shedding filler words ("uhs" and "hums")
• calming speaking nerves

RESULT:  After the event:

• the company's CEO is delighted with high scores from audiences surveyed
• attendees praise speakers for delivering deep market insights
• positive media coverage enhances the firm's brand reputation with investment community

3 Tech CFO engages engineering team in Asia

CHALLENGE:  As an articulate CFO, Bill struggled with effective communication outside of finance. His nervousness, lack of eye contact, and monotone delivery often led to misunderstandings. Now, with a critical presentation to the engineering team in Asia, Bill needs to quickly establish trust and deliver clear, engaging financial insights.

ACTION:  During private coaching sessions, the Executive Speaker Trainer at Dynamically Speaking works with Bill on:
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• tuning his leadership presence
• showing up as a warm and empathetic leader
• connecting with culturally diverse teams
• shedding distracting mannerisms that diminish trust
• communicating big picture overview with simplicity
• presenting numbers with calm and relevance
• clarifying meaning behind the financials with business storytelling
• listening attentively to address audience concerns

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RESULT: After Bill delivers the company's financial update in Asia:

• Engineering team has a solid understanding of how the company is doing as a business
• Optimism around the company's future increases across the team
• CEO is pleased with Bill's ability to think strategically
• Bill feels more confident in his ability to meet the changing demands of a CFO

4 Data scientist leads for the first time with confidence

CHALLENGE:  Anna, a rising star in data science, often felt overlooked in leadership meetings. Despite her strong technical skills, she lacked the confidence to share her ideas with senior executives. Her CEO turned to Dynamically Speaking to help Anna develop her leadership presence and influence.

ACTION:  Over a 3-month period, a leadership development trainer from Dynamically Speaking worked 1:1 with Anna on:

• feeling comfortable in her own skin
• developing a framework to organize her thoughts when speaking on-the-fly 
• speaking with influence  
• knowing when to dress up (or down) to build professional credibility
• reconnecting with the start-up's vision for the future
• communicating the vision with passion, conviction and sincerity
• shifting body language to project poise and composure
• becoming self-aware of facial expressions when speaking or listening
• helping team to understand the "why" behind mission-critical decisions 
• getting her point across in crisp and clear soundbites 
• asking good questions to gain understanding
• calming speaking jitters  

RESULT:  After completing the leadership development program, Anna is able to:

• speak up without fear
• clearly communicate ideas to create a culture of collaboration
• invite questions from skeptical team members to spark problem-solving
• frame responses with thoughtfulness
• project authority without sounding like a know-it-all 

Under Anna's leadership, the team of data scientists meets a critical deadline for a successful new product launch..

5  V.P. of Sales grows hedge fund assets under management

CHALLENGE: Taylor, a poised and articulate VP of Sales, aims to elevate her communication skills for upcoming investor roadshows. She wants to build rapport with seasoned investors and deliver compelling presentations that showcase the firm's value proposition.

ACTION: With private coaching sessions, Dynamically Speaking works with Taylor on:
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• developing a stand out value proposition to differentiate the hedge fund

• presenting the investment thesis with clarity, relevance, and conviction
• communicating the Fund's derivative strategy with simplicity

• projecting authority with a strong voice
• telling the firm's story with 15 clear and compelling slides
• responding to investor Q&A with confidence and control
• refining marketing materials to align with her spoken narrative
• staying upbeat and healthy during a fast-paced Investor Roadshow schedule
• composing a short list of investor targets

RESULT: Despite market volatility, Taylor delivers an Investor Roadshow presentation that:

• compels new overseas investors to invest
• exceeds new asset growth goals by 130%
• elevates brand visibility for the hedge fund 

6 Fintech start-up wins Best in Show at industry conference

CHALLENGE:  Raj, a talented start-up co-founder, is preparing to present his company's groundbreaking technology at Finovate. While his technical expertise is exceptional, Raj struggles with public speaking. He aims to develop his stage presence and deliver a compelling pitch that will impress the audience and secure investment.

ACTION:  During intensive private sessions, the executive speaker trainer from Dynamically Speaking works with Raj on:

• looking poised and feeling confident on stage
• showing up as a thought leader creating a disruptive new category
• composing and delivering an inspiring story in under 7 minutes
• projecting power, presence, and warmth 
• speaking with simplicity and with vocal range to engage the judges
• creating a “wow” moment on stage to engage the audience
• communicating a compelling value proposition ​

RESULT:  After Raj presents at Finovate:

• ​his start-up is awarded “Best in Show"
• leading investor decides to invest
• ​successful company sale one year later

* Names changed to protect client confidentiality