One of the best tools that investment firms have at their disposal is their sales team. And yet, very little attention gets paid to making that tool better. In an environment where it can be harder and harder for wholesalers to get face time, making the most of every interaction has become increasingly important.

So What?

Threshold will make you a better presenter. Our So What? approach to business presentations forces our clients to focus on delivering only the most relevant content. We customize each session for your particular needs, with a focus on teaching you how to think in a way that yields clear, actionable outcomes.

While wholesalers are the primary target for our So What? presentation training, we can customize for your investment team as well. Teaching portfolio managers how to "cut to the chase" is a powerful way to get your message out with maximum effect.