SIGNATURE PRESENTATIONS
The best advisors aren’t just chasing performance — they’re building something that reflects who they are and where they’re going.
Diligence offers specialized presentations - learning opportunities for regional conferences and branches.
​​
​
-
Presentation Skills for Investment Professionals
Advisor presence matters. Craft your message. Own the room. Any room. Build structure, pacing, and poise for meetings, pitches, and live events.
​
​
-
The Art of Storytelling for Investment Professionals
Learn how to use personal stories, analogies, and narrative to engage and inspire.
​​
-
Behavioural Finance (vs. AI) for Investment Professionals
Position yourself as a human advisor who understands both data and emotion — and knows when each matters most.
​​
-
Every Day Is Saturday — Retirement for Investment Professionals
A fresh framework to help advisors and branch managers prepare for their retirement in a way that's personal, clear and professional.
Contact John Stubbs to learn how to share these presentations with your team.