WAYNE’S CHALLENGE, SENIOR ADVISER, CHARLES SCHWAB

  • Wayne needed to convert a complex 2-hour in-person presentation into a 1-hour webinar prospects watched to the very last slide.
  • He had two goals:  “Reduce my speaking anxiety and deliver a webinar they [audience] want to stay to the end for.”

The Chief Storyteller®‘s Solution

  • We coached Wayne on voice, delivery, and authentic on-camera presence.
  • Applied The Great Sales Story Framework™, The Great Data Stories Framework™ , and The Great Presentation Framework™ to restructure his presentation content around persona-based story arcs, giving “regular people” investors a familiar face in each scenario.
  • Built live interactions into the webinar sales demonstration that made the Schwab platform approachable to every viewer.

Results

  • Wayne told Ira, “You eat the lunches of the other communication training firms. I learned more hands-on and immediately applicable techniques than with the other guys—and I have been to several of them. Working with you has made a huge difference with our online events.
  • Dramatically increased Wayne’s comfort and confidence
  • Improved attendee retention to 98% of watching the entire one-hour webinar
  • Increased inquiries for Schwab services by 30%

SERVICES & SOLUTIONS PROVIDED