Use Cases
1 Wealth management V.P. PRESENTS KEYNOTE TO TECH AUDIENCE
CHALLENGE: Cisco invited Tom, a Vice President of Wealth Management with a bulge bracket Bank, to speak at GSX. Tom's speaking challenge? Educate a tech-focused audience to understand how Banks decide IT spend. Tom's speaking goal? Help the sales force at Cisco to speak in a common language that builds trust with banking decision makers approving the IT budget.
STRATEGY: During 3 private training sessions, Dynamically Speaking helped Tom to:
- define and project strengths of his leadership brand
- transform his Keynote into a TED-style talk
- compose a narrative to captivate stakeholders
- communicate with clarity, passion and simplicity
- speak in a common language that technology sales teams understand
- enhance warmth and approachability
- add stories to provide meaningful context around data
- deliver "wow" moments
- develop rainmaker questions to help audience sell better
RESULT: After Tom's Keynote speech, audience members wanted to learn more about wealth management solutions. The CEO of Cisco sent an e-mail to the CEO of the bulge bracket bank, praising Tom for delivering actionable value. Tom's conversational speaking style and ability to present with simplicity made his Keynote a hit with a global sales audience.
2 INVESTMENT management TEAM shines AS PANEL MODERATORS
CHALLENGE: A team of 25 investment professionals wanted to create the best impression at the company's premiere East Coast conference. Middle market clients, research analysts, institutional investors and members of the press would be attending. Based on audience feedback from past events, some presenting team members looked bored when moderating panel conversations. This time, every team member committed to raising their performance bar.
STRATEGY: During intensive private and team sessions, Dynamically Speaking guided the firm's CEO, along with Investment Banking, Institutional Sales, Corporate Finance and Research teams to:
- gain speaking confidence
- align the visual, vocal and verbal to project the firm's brand strengths
- show poise and engagement (even when not speaking)
- reconnect with their passion for investing
- guide the conversation without controlling it
- speak with energy and conviction
- apply fluid hand gesturing to build trust
- listen attentively before speaking
- pose thoughtful questions to stir healthy debate
- shed filler words ("uhs" and "uhms")
- calm speaking nerves
RESULT: After reviewing audience surveys, the CEO felt proud of high scores his team members received. Guests attending the post-event reception praised both panelists and moderators for their deep market insights. The team received highly favorable coverage from the press. The CEO, along with the company's Board of Directors, were delighted with the event outcome.
3 valley tech cfo succeeds as a strategic presenter in asia
CHALLENGE: Bill is an articulate CFO of a global company in Silicon Valley. His goal is to enhance skills as a presenter, collaborator and strategic thinker. Speaking with leaders and teams across different functional areas outside of finance made him feel nervous. He felt awkward when making eye contact for long periods. When presenting financial highlights, his voice tended to sound flat and trail. Stakeholders outside of finance sometimes had a hard time understanding business performance. The CEO asked Bill to present a financial update to the engineering team in Asia. Stakes were high to build trust, collaboration and engagement.
STRATEGY: During private sessions, Dynamically Speaking and Bill focused on strengthening communication skills, tuning leadership presence, adding vocal energy and showing culturally diverse stakeholders how much he valued them as people.
- show up as a poised and relational leader
- learn best practices to build genuine connection and trust
- understand business etiquette in Asia
- project warmth and approachability
- communicate plans, strategy and performance results with clarity and simplicity
- refer to team members on a first name basis
- pepper update with customer stories
- shed distracting mannerisms that crush credibility
- present numbers with calm, relevance and simplicity
- clarify meaning behind the financials
- present big picture business overview
- observe audience non-verbal cues and adjust behavior
RESULT: After Bill's financial update, the Asia team felt highly confident in his leadership. He welcomed questions. He knew their first names. He presented thoughtful context around company vision and past financial results. Team members now understood current business performance. They felt encouraged about the company's future. Bill's deep understanding of the business pleased the CEO. Bill felt more confident to meet the changing demands of the CFO role.
4 woman data scientist leads team with confidence
CHALLENGE: The CEO of a mobile analytics start-up saw leadership potential in Anna, a Data Scientist at the company. Gaining influence, visibility and credibility were important to Anna. This was her first time leading a team. Competent and smart, she, at times, felt invisible in the room. With deep insights, Anna often held back from expressing her thoughts in front of male peers. Her goal? Get her point across with a strong, confident voice.
STRATEGY: During 8 private sessions, Dynamically Speaking developed a program that helped Anna to:
- appear confident in her own skin
- enjoy speaking up without fear of criticism
- speak up with an authoritative tone of voice
- know when to dress up (or down) to enhance credibility
- reconnect with the company's vision
- communicate the vision with passion and conviction
- shift body language to display poise and composure
- be aware of negative facial expressions when listening
- help team understand the "why" behind decision making
- get her point across in crisp and clear soundbites
- ask good questions
- calm speaking jitters
RESULT: Mid-way through coaching, the CEO observed a tangible difference in Anna. She spoke with confidence. She moved with poise. She was no longer afraid to speak up. Her voice projected authority without hubris. For the first time, Anna felt confident to lead a large team. She inspired team members to execute strategy with excellence. Under her leadership, the team achieved a key business milestone.
5 youthful v.P. of sales grows assets under management
CHALLENGE: An overachiever with a youthful appearance, Taylor is poised, articulate and smart. As Vice President of Sales with a global investment manager, her goal was to grow assets under management during Investor Roadshow presentations. When meeting with older male investors, Taylor was determined to project competence, credibility and trust.
STRATEGY: With private coaching, Dynamically Speaking guided Taylor to:
- develop a stand out value proposition to differentiate the company brand
- present the investment thesis with clarity, relevance and conviction
- communicate the Fund's derivative strategy with simplicity
- project authority with a strong voice
- tell the firm's story with 15 clear and compelling slides
- respond to investor Q&A with confidence and control
- refine marketing materials to align with spoken narrative
- stay positive and healthy during Road show meetings
- compose short list of investor targets
RESULT: Despite a frothy market, Taylor succeeded in raising new money. She exceeded asset growth goals by 33%. Feeling confident, she looked forward to delivering the next investor pitch.
6 TECH CEO AWARDED "BEST IN SHOW" AT FINTECH CONFERENCE
CHALLENGE: RaJ is an introverted and brilliant Founder of a Fintech start-up. Selected to present at Finovate, a competition featuring innovators disrupting finance with technology, Raj felt a bit nervous. His big challenge? In 7 minutes, communicate and demo a complex business model on stage with simplicity and impact.
STRATEGY: During private sessions, Dynamically Speaking helped Raj to:
- look poised and confident
- command the stage with energy and enthusiasm
- show up as a thought leader creating a new category
- compose an inspiring message
- project power, presence and warmth
- speak with simplicity and vocal range
- create a “wow” moment on stage
- explain WHY his start-up solves pain better than industry incumbents
- communicate the revenue model with clarity
RESULT: Raj's start-up received the “Best in Show" award. After the event, his company attracted investment from 500 Startups. Raj and his team celebrated after a market leader acquired the company one year later.
Dynamically Speaking has empowered high profile leaders preparing for Keynote speeches at Career Builder, Cisco GSX, Deutsche Bank Leveraged Finance Conference, Google, LinkedIn Sales Connect, RELX Group and the Hoover Institution.