Trevisan (LinkedIn®️ Training & Marketing - CPD Accredited)

Working with firms of 2-200,000 employees, I am a specialist in LinkedIn®️Employer Branding and Employee Advocacy.

My mission is to assist HR Managers and Talent Acquisition professionals in attracting top-tier talent and teaching their existing teams how to leverage LinkedIn®️ effectively for business development and to increase brand credibility.

Did you know that employees typically have ten times more connections than a company's LinkedIn page followers? I am dedicated to turning your employees into passionate advocates of your firm using this platform.

Why is this important?

Attracting and retaining talent is vital for businesses today. With talent becoming scarcer and competition more intense, traditional recruitment methods are no longer sufficient. Companies are increasingly turning to social media to tell their stories, but often these narratives blend in with those of their competitors.

While LinkedIn training is beneficial and required,  HR managers often require clear guidance and a media partner to help them take full control of the LinkedIn channel, nurture it, and achieve measurable results.

Employee Advocacy 

I help professionals and their firms gain 10X visibility and network growth using LinkedIn™️.

As a B2B business generation specialist, I help companies leverage the power of LinkedIn™️ to generate high-quality connections and leads every single day without using any paid ads. 

At Trevisan, we pride ourselves on offering only the best bespoke LinkedIn marketing services to our clients.

Trevisan helps growing firms to stand out from the competition & build a powerful brand presence with modern online marketing strategies to increase the number of new customers, improve customer retention, and become a leader in their field.

Content Marketing & Training

Our in-depth understanding of these clients’ competitors, challenges, and needs has led to impressive and transformative results. While our company is a fit for businesses of many sizes, industries, and clientele, we are selective in who we work with as we want to make sure we have the time, resources, and experience necessary to help our clients thrive online. 

You’re not just a number to us – you’re a partner and a friend 🤝

Please reach out to us today for a no-pressure, free consultation.
https://bit.ly/LinkedInStrategyMeeting

Or Call +44 7789 438483

LinkedIn®️ Business Generation, Training & Fully Managed Strategy (Founder)

Our fully done-for-you LinkedIn®️ profile optimisation service ensures that you make a lasting impression on potential employers and get found by the right recruiters and HR teams. Stand out from the competition and elevate your career prospects with Trevisan Elevate™.
https://www.trevisanconsulting.com/trevisan-elevate

Founder @ Trevisan Elevate®️ - LinkedIn Profile Optimisation for Graduates 

Ready to take your business to the next level without burning out? The Link Tank®️ has got you covered.
With our done-for-you templates, checklists, planners, blog posts and advisory/coaching plans, we help you create a successful business and marketing plan without sacrificing your sanity... 

Say goodbye to burnout and hello to success with The Link Tank®️

Founder @ The Link Tank®️

Our CPD accredited training courses for professionals, entrepreneurs and business developers who want to learn how to leverage LinkedIn for business in a course that fits their schedule.

The Benefits:

🔷Benefit from a fully optimised LinkedIn profile

🔷Learn how to find and engage your ideal clients on LinkedIn

🔷Learn how to find and engage your ideal clients on LinkedIn

🔷Build business value by using the LinkedIn Sales Navigator platform

🔷Create and plan content to attract your ideal clients (for free)

🔷Learn how to set and use company pages

🔷Use LinkedIn in a job search

https://www.trevisanconsulting.com/expert-linkedin-training/

LinkedIn®️ Coach & Trainer @CPD accredited LinkedIn®️ Training courses

AAMIL Group

Business Development & LinkedIn Manager

ARIAS FABREGA & FABREGA

Director of Arifa Corporate Services (Geneva) Inc.

Darlingtons

commercial & residential property; landlord / tenant

Commercial Property Associate

Allen & Overy

commercial property; securitisation; real estate finance

Associate • Real Estate Finance (solicitor)

Accelerating Visibility & Revenue of Finance & Legal Professionals · CPD Accredited LinkedIn™️ Training, Coaching & Consultancy · Employee Advocacy · 360° LinkedIn™️ Marketing Strategy · Lawyer · 3xCitywealth Awards

🔲 I talk about #LinkedInMarketing #LinkedInTraining #BusinessDevelopment #Employee Advocacy #Productivity 🔲

𝐓𝐡𝐞 𝐬𝐭𝐨𝐫𝐲 📖:  A long, long time ago, there was a City lawyer (see experience section 👇🏼!) who moved to Switzerland and discovered her British legal expertise wasn’t in high demand. Instead, she joined an international law firm as a director, where she built a valuable network and generated business through LinkedIn™️.

That experience sparked the idea to found Trevisan Consulting, a company specialising in LinkedIn®️ network growth, business generation strategies, and training services for business owners and companies. With a deep understanding of the financial, fintech, and legal sectors, I help professionals leverage LinkedIn®️ to achieve measurable success...and the rest is history.

⧈ Are you a senior executive frustrated that your LinkedIn™️profile isn’t attracting your ideal clients?

⧈ Are you a professional seeking your next career opportunity?

⧈ Could you benefit from more conversations with targeted potential clients? 

⧈  Are you an HR leader looking to upskill your team’s LinkedIn™️business development skills?

🔲 HOW I CAN ASSIST YOU: 

🗹 Optimising personal & company profiles to enhance visibility, credibility, and search engine ranking.
🗹 Targeting current & prospective clients with superb content & expert messaging techniques to make better connections & build more valuable relationships
🗹 Delivering individual and corporate LinkedIn™️ training tailored to your specific goals.

🔲 WHAT MAKES TREVISAN DIFFERENT: 

-Specialising in organic LinkedIn™️ marketing with industry-targeted content and networking campaigns to connect you with your ideal audience.

-CPD-accredited LinkedIn training programs designed for professionals in regulated industries.

-Delivered with qualified financial, legal, and marketing expertise.

🔲 WHERE YOU HAVE SEEN ME

▪️The Entrepreneur
▪️Family Office Magazine
▪️Wealth Briefing

🔲 LINKEDIN™️ TRAINING OPTIONS
▪ 30-minute LinkedIn™️ Power Session
▪ 90-minute in-depth one-to-one training
▪ Corporate group training tailored for teams (employee advocacy programs)

Book your session today:  https://www.trevisanconsulting.com/expert-training

🔲 LET'S TALK:
🖂 Melaniegoodman@trevisanconsulting.com 
🕿  + 44 7789 438 483

If you’re ready to elevate your LinkedIn™️presence and achieve measurable results, schedule a call with me today:
👉 https://bit.ly/LinkedInStrategyMeeting

(I do not signify any affiliation with or endorsement by LinkedIn™️Corporation or its affiliates)

Melanie Goodman

Professionally, 2025 threw me a curveball: 
(This is not an "𝘐 𝘭𝘦𝘢𝘳𝘯𝘦𝘥 𝘵𝘰 𝘣𝘦 𝘳𝘦𝘴𝘪𝘭𝘪𝘦𝘯𝘵" post!) 

My LinkedIn account was unexpectedly taken down for 3mths.

No updates. No audience. No pipeline.

𝘚𝘰 𝘸𝘩𝘢𝘵 𝘥𝘪𝘥 2025 𝘳𝘦𝘢𝘭𝘭𝘺 𝘵𝘦𝘢𝘤𝘩 𝘮𝘦, 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘭𝘺?
 
Instead of switching off, tune in!
 
I spoke to a real human in LinkedIn’s US office, explained the legal position, understood what went wrong from their end, and we chose to move forward amicably. 

The break gave me clarity. It also gave me a renewed sense of purpose.
 
What truly stood out, though, was my 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆.  

Clients didn’t flinch. They didn’t need a LinkedIn presence to trust my strategy.  And many of you rallied behind me, checking in, offering support, and reminding me why this platform is worth the effort.

Thanks once again John Espirian, Sarah Burgess, Brenda Mellor Tony Restell, Lionel Guerraz Ian McKenna, to name but a few amazingly supportive people here.
 
I started teaching others how to use LinkedIn better via Substack and somehow gained a substantial following during the silence.

Then I discovered that an email list and another platform were indeed lucrative assets :)
 
So, what did 2025 teach me?  

🔹 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗱𝗼𝗻’𝘁 𝗯𝘂𝘆 𝙫𝙞𝙨𝙞𝙗𝙞𝙡𝙞𝙩𝙮 - 𝘁𝗵𝗲𝘆 𝗯𝘂𝘆 𝙩𝙧𝙪𝙨𝙩.  Mine didn’t blink. They knew my work, not just my feed.
 
🔹 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗶𝗲𝘀.  People I’d supported over the years rallied instantly.  I’ll never forget it.
 
🔹 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝗮𝗿𝗲 𝘁𝗼𝗼𝗹𝘀, 𝗻𝗼𝘁 𝗹𝗶𝗳𝗲𝗹𝗶𝗻𝗲𝘀.  Substack and email grew and converted faster than expected 
 
🔹 𝗦𝗸𝗶𝗹𝗹𝘀 𝘁𝗿𝗮𝗻𝘀𝗳𝗲𝗿.  I started teaching LinkedIn strategy 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘓𝘪𝘯𝘬𝘦𝘥𝘐𝘯.  Turns out, the platform doesn’t make the expert - the outcomes do.
 
If you're building in public, here’s my advice:
 
🧠 Diversify your platforms.  
📄 Document your expertise.  
🫱🏼‍🫲🏻 Invest in your community before you need them.
🔴 Do not take no for an answer, even after the 19th email ;)
 
What’s one professional lesson you’re taking into the new year?
 
Thanks, LinkedIn, for reinstating me and for LinkedIn News UK  for the opportunity to share the positive outcomes and lessons learned this year.

Thanks, 2025, for turning out pretty damn fine!

Still here, still smiling and rooting for anyone building with purpose.

 #LinkedInMarketing  #LinkedInTraining #LinkedInNewsUK #Trevisan

Accelerating Visibility & Revenue · CPD Accredited LinkedIn™️Training for Regulated Professionals (Law & Finance) · Employee Advocacy · Profile Optimisation & Marketing · Lawyer -social media policy · 5 Citywealth Awards

First Christmas drinks of the season… and they did not disappoint. 🍸🎄

Hosted at the historic City of London Club by the team at LGT Private Banking:

Yes, the setting was beautiful.
Yes, the wine was excellent.
Yes, there may have been a mini quiche in sight.

But the best part?

Making new introductions, and that feeling of shared momentum as the year starts to wind down yet we’re thinking ahead to making strides next year. 

Big thanks to Simon Ibbitson for the kind invitation and to everyone I chatted to last night: it’s moments like these that make the City feel like a village :)

December is here. Let the festivities begin!

#FinancialServices #Banking #LinkedInTraining #LinkedInMarketing

Patrick Keller Kate B.

The new anatomy of a high converting LinkedIn profile in 2026.

Most profiles look fine at a glance but fail the only test that matters: does it convert views into conversations.

Here is the structure that works now.

• Headline: one clear line that tells people who you help and the outcome you deliver
• Banner: a branded space showing your value in under three seconds
• About: written in the first person with a simple story, proof, and a call to action
• Featured: your strongest work, not a random selection of links
• Recommendations: updated and relevant to the services you offer today

Quick stats.

• Profiles with a focused headline attract up to 30 per cent more searches
• Banners that use clear value statements see longer view time

A high converting profile is not about decoration. It is about clarity, positioning, and trust.

If you want a profile review that shows exactly what to change and why, send me a message.

∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ 
To see more LinkedIn business development and training strategies, press the 🔔 on my profile

🔁 Repost to share the knowledge

📅 To book a 1-2-1 LinkedIn strategy call, use the button beneath my headline

#LinkedInMarketing #LinkedInTraining #EmployeeAdvocacy #Trevisan

More clients. More content.  More pressure to move fast and let things slide.
 
Here’s how I 𝘥𝘰𝘯’𝘵 and the tools that help me keep quality high as I scale:
 
In November 2025, the algorithm isn't rewarding automation.  
It's rewarding clarity, intent, and consistent value.

Easy if you have endless time on your hands, harder if you're running a business.

Enter an efficient tech stack.
 
Here’s mine - built for sustainable growth, full compliance, and one north star: credibility.
 
🖋 AuthoredUp – Clean, skimmable posts that read well on mobile.  

💼 LinkedIn Sales Navigator – Filters I use daily? Relevant roles, recent activity, hiring  

📣 Read AI - provide detailed meeting notes & LinkedIn training recordings

🌐OpenAI (Chat GPT)– Client calls become insights; insights become post ideas. Link to my free GPTs in comments 

🧠 Perplexity Pro - Research = quality and depth

🎨 Canva – Visuals, under 10 slides, always on-brand.  

🔖 Substack  - Monetise your articles directly and email your audience

📝 TextExpander - Save hours typing the same messages - no more  copying / pasting 

✍ Grammarly – Confident + friendly. Always in British English.  

📅 Calendly – Link in bio. One click to book a call with me.

🎥 Loom – Builds trust faster than any email.  

🧱 Notion + Google Drive  - keeping it neat and tidy

💳 Stripe and PayPal – Frictionless, branded payments

Every tool above plays nicely with LinkedIn’s rules.  No scrapers. 
 
Just structure that helps me show up reliably, helpfully and efficiently.
 
Which tool has 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 changed the way you work and / or show up on here? 

I'd love to know what else my tool stack should feature

PS. Trevor has just bought new glasses in the Black Friday sale ;)

∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞  
To see more LinkedIn business development and training strategies, press the 🔔 on my profile  
🔁 Repost to share the knowledge  
📅 To book a 1-2-1 LinkedIn strategy call, use the button beneath my headline 

#LinkedInMarketing #LinkedInTraining #EmployeeAdvocacy  #Trevisan

This is AI generated… which sounds like the end of marketing agencies.
(just kidding I work with plenty… so yes, that includes me)

What once demanded months, huge budgets and full production crews,
now takes one creator, a handful of credits and a well shaped idea.

The example doing the rounds was built in Google ’s new Veo three by PJ Ace an AI video model capable of producing full cinematic scenes, complete with actors, lighting, sound and emotion all from a few lines of text.

No cameras.
No actors.
No crew.
Just concept and execution.

The production barrier has collapsed.
But the attention barrier has never been higher.

And this is where the conversation needs to shift.

It is no longer about who can write the best prompt.
It is about who can create the best idea.

A beautiful video that says nothing will still perform like nothing.
High quality visuals cannot rescue a weak concept.

AI will not write your strategy.
It will not develop your taste.
It will not teach you timing or emotional intelligence.
That part remains entirely human.

The real advantage lies in understanding why people pause, what resonates and how to craft stories that do not just look polished but feel meaningful.

That is where the best marketing agencies and the best creators will thrive.
Not by competing with AI but by directing it with intention.

👇 What’s the idea you would create if production was no longer the barrier?

∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ 
To see more LinkedIn business development and training strategies, press the 🔔 on my profile

🔁 Repost to share the knowledge

#LinkedInMarketing #LinkedInTraining #EmployeeAdvocacy #Trevisan

“Write a book,” they say.

LinkedIn UnCovered
The Truth about the LinkedIn Algorithm, 

Here’s why I won’t be doing this:
 
By the time it's printed, it’s already obsolete.
 
Especially in ecosystems like LinkedIn, where everything changes overnight.
 
The shift to the 360Brew algorithm didn’t just make old content strategies irrelevant.  It rendered entire 𝘣𝘰𝘰𝘬𝘴 useless.
 
All those “ultimate guides to LinkedIn” published in 2024?  
Dead on arrival in 2025!
 
Hashtags? No distribution value.  
Posting hacks? Outdated.  

Even the feed itself doesn’t work the way it did 6 months ago.
 
360Brew doesn’t rank by signals - it reads for substance.  It reasons.  It learns 𝘪𝘯 𝘤𝘰𝘯𝘵𝘦𝘹𝘵, in real-time.
 
Books can’t do that.  They’re static by design.  And when the platform updates faster than you can write, the only winning strategy is 𝘭𝘪𝘷𝘦 𝘵𝘩𝘪𝘯𝘬𝘪𝘯𝘨.
 
So no, I’m not writing a book.  
I’m building ideas in real time, in public.  

Tested by conversation.  Optimised by iteration.  Distributed by merit.
 
If your environment evolves weekly, your thinking should too.

𝗖𝗼𝗻𝘃𝗶𝗻𝗰𝗲 𝗺𝗲 𝗼𝘁𝗵𝗲𝗿𝘄𝗶𝘀𝗲:  What’s a 𝘨𝘰𝘰𝘥 reason to write a book in 2025?  I’m open to changing my mind - if the argument is strong enough 😁

PS. Thank you to Toby Goodman whose rather excellent book arrived this week :)

“Founder” is becoming the new job title of choice.

According to LinkedIn, the number of UK professionals adding “Founder” to their profile jumped 69% year-on-year.

That’s a signal that people aren’t waiting for the next opportunity. 
They’re creating it!

📊 LinkedIn’s new 25-page SMB report unpacks what’s driving this surge and how small businesses can grow in 2026.

Here’s a 2-minute summary ↓

🧠 1. AI is levelling the playing field

Forget “corporate-only” tech advantages.
	•	64% of UK SMB leaders say adopting AI is key to growth.
	•	AI literacy among UK companies with 11–50 employees jumped 36%, outpacing larger firms.
	•	But AI isn’t replacing people -77% say human skills are more important in the age of AI .

🛠️ Recommendation: Focus on AI upskilling rather than just AI tools.


🤝 2. Brand credibility is no longer optional

With attention harder to earn, trust is the differentiator.
	•	72% of UK SMB marketers say buyers cross-check with trusted sources.
	•	77% are investing in community-driven content (think creators, experts, employees).
	•	74% cite brand building as crucial to hitting their 3–5 year goals .

🎥 Short-form video is rising—but it’s the voice, not the format, that builds connection.


🌱 3. Networks are your new currency

It’s not just about posting. It’s about who’s paying attention when you do.
	•	SMB professionals are expanding networks 13–14% YoY.
	•	71% of UK SMB leaders say networking is key to long-term growth.
	•	65% make decisions faster with input from their communities .

💬 And yes-61% of SMB owners now create content.

Even if they don’t call themselves creators.


📌 TL;DR – What SMBs should prioritise in 2026:
	1.	AI adoption (with a human-first lens)
	2.	Authentic brand building that earns trust
	3.	Strategic network growth to turn visibility into opportunities
       4.  Content-led networking 

🔗 LinkedIn is also offering 3 free LinkedIn Learning courses to support SMB growth (inc. AI, branding & marketing).

Full report attached.

Which of these 3 growth levers is your biggest focus in 2026? Or, what’s missing from the list?

👇 Let’s crowdsource some practical insight.

Ps. I’m clearly a total cliche as I added this to my own profile only this morning before I read the report!

How small businesses can win in 2026

𝗩𝗲𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗵𝗮𝘀 𝗾𝘂𝗶𝗲𝘁𝗹𝘆 𝗯𝗲𝗰𝗼𝗺𝗲 𝗮 𝗻𝗲𝘄 𝘁𝗿𝘂𝘀𝘁 𝘀𝗶𝗴𝗻𝗮𝗹 𝗼𝗻 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻.
 
100 million members are now verified - a stat shared by Linh Nguyen last night.
 
But most people I speak to still haven’t done it.
 
Why does it matter?  Because in a professional world flooded with automation, fakes, and ghost profiles…
 
Verification in this sense may be less about status and more about credibility.
 
If you:  • lead a business  • advise clients  • represent a brand  • speak publicly
 
…then that blue badge tells people: 𝘺𝘦𝘴, 𝘵𝘩𝘪𝘴 𝘱𝘦𝘳𝘴𝘰𝘯 𝘪𝘴 𝘳𝘦𝘢𝘭!
 
So here’s a quick pulse check:
 
𝗛𝗮𝘃𝗲 𝘆𝗼𝘂 𝘃𝗲𝗿𝗶𝗳𝗶𝗲𝗱 𝘆𝗼𝘂𝗿 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗽𝗿𝗼𝗳𝗶𝗹𝗲?
 
▫️ Yes  
▫️ No

The author can see how you vote. Learn more

I’m honoured to again serve this year on the organising committee for The Gulls’ Eggs Luncheon, taking place on Tuesday 8th May, at the prestigious Merchant Taylor’s’ Hall, London.

Now in its 38th year, this annual event brings together 500+ professionals from across the City all while supporting Cure Parkinson's  research.

The afternoon features an elegant buffet with fine wines - designed for genuine connection in a relaxed, sociable atmosphere.

 📅Tuesday 19th May 2026
📌 Merchant Taylors’ Hall
🕧 12.30pm.

Booking link: https://lnkd.in/g7zyk_Ug

I look forward to welcoming many of you on the day.

#PrivateClient
#WealthManagement
#Law
#FamilyOffice
#Networking

One gummy bear. £53.70.
 
I popped into a sweet shop yesterday - the old-fashioned kind with rows of pick ’n’ mix tubs and scoops.
 
I’ve always loved them. Even have a sweetie jar at home (strict self-discipline required). There’s something timeless about it - the choice, the colours...
 
But yesterday, I saw something that stopped me mid-step.
 
A man walked in, went straight to the gummy bears…  Reached in with his hand - and 𝘢𝘵𝘦 𝘰𝘯𝘦.
 
I stood there thinking, 𝘥𝘪𝘥𝘯'𝘵 𝘩𝘪𝘴 𝘮𝘰𝘵𝘩𝘦𝘳 𝘦𝘷𝘦𝘳 𝘵𝘦𝘭𝘭 𝘩𝘪𝘮 𝘵𝘩𝘢𝘵’𝘴 𝘯𝘰𝘵 𝘢𝘭𝘭𝘰𝘸𝘦𝘥?!
 
But then something unexpected happened.  He chewed. Nodded.  Then picked up five bags, filled them all with gummy bears, and paid £53.70.
 
That one gummy bear? It sold him.
 
And oddly, it reminded me of how people buy on LinkedIn too.
 
Most don’t convert because of a pitch.  They convert because of a 𝘴𝘢𝘮𝘱𝘭𝘦.
 
One post.  One idea.  One moment of: “𝘐𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘸𝘩𝘢𝘵 𝘵𝘩𝘦𝘺 𝘴𝘩𝘢𝘳𝘦 𝘧𝘰𝘳 𝘧𝘳𝘦𝘦…”
 
Literally this morning, I had a call with a client who booked a paid call after following my content. 

We weren't even connected.

That’s the power of useful content.  

A small taste can build enough trust to buy.
 
Sometimes, all it takes is one gummy bear!

PS. I am known to always have a bag of sweets in my handbag :)

∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞ ∞  
To see more LinkedIn business development and training strategies, press the 🔔 on my profile  
🔁 Repost to share the knowledge  
📅 To book a 1-2-1 LinkedIn strategy call, use the button beneath my headline  

#LinkedInMarketing #LinkedInTraining #EmployeeAdvocacy #Trevisan

I've got an affiliate link - doesn't that almost make me an influencer?! 😜

Three years ago, I started using AuthoredUp to level up how I write, format, and track my performance on LinkedIn.
 
It quickly became the one tool I open 𝘦𝘷𝘦𝘳𝘺 time I write here.
 
Here is where I build relationships, deliver value, and attract the right people. and AuthoredUp helps me do all of that faster, with more precision.
 
✅ I can write 𝘪𝘯𝘴𝘪𝘥𝘦 the LinkedIn feed (no more back-and-forth with docs)  
✅ 𝘍𝘰𝘳𝘮𝘢𝘵 𝘤𝘭𝘦𝘢𝘳𝘭𝘺 - bold, bullets, spacing that actually works  
✅ 𝘗𝘳𝘦𝘷𝘪𝘦𝘸 𝘩ow it’ll look before it’s live  
✅ 𝘛𝘳𝘢𝘤𝘬 what’s 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 working - beyond vanity metrics  
✅ And 𝘴𝘤𝘩𝘦𝘥𝘶𝘭𝘦 𝘱𝘰𝘴𝘵𝘴 𝘤𝘭𝘦𝘢𝘯𝘭𝘺, even when life’s a bit chaotic
 
If you’re writing regularly here and especially if you're advising clients on how to improve visibility, I genuinely think this is one of the most useful tools out there.
 
See what you think of it for yourself - I guarantee you'll be addicted!
 👉 https://lnkd.in/gdJaqkjq
 
Any questions on how I use it day-to-day? Happy to share the shortcuts I rely on.

Frederick Kermisch, Sales Coach for Private Bankers

The Private Banker System

Specialised coach working with Relationship Managers and Private Bankers to specifically increase their Assets under Management through Share of Wallet and Net New Money through more effective and persuasive conversations using a multidisciplinary approach.

Training of teams and individuals regarding the method and tools, and delivering bespoke content to address specific situations they are facing.

On-going group and individual coaching to prepare for, and follow-up on, specific client interactions and lower the risk of conversations getting derailed.

Results include:
- a banker increasing AUM by 50% in 8 months
- helping bankers increase the number of "medium" and "large" clients vs "small" clients
- "farmer" bankers now considered hunters
- bankers "unclogging" their prospect list, either signing or disqualifying
- increased hit ratio of outbound contacts
- clients committing to follow a banker when they change employer
- clients increasing Share of Wallet from 10% to 75%
- bankers disqualifying 4 competing firms for a mandate with one meeting
- bankers winning their first "whale" client by guiding the selection process
- bankers identifying significant concerns during the prospecting process, disqualifying them and subsequently receiving referrals to relevant prospects who subsequently opened larger accounts
- successfully retaining a leaving client by revising expectations and scope, leading to a more successful relationship.

The focus of this method is to produce quantifiable and relevant results.

As a solo entrepreneur, I run all aspects of my business.

Sales Coach for Private Bankers / Relationship Managers

$1.5 bn Multi Family Office & Consolidation Group (Confidential)

Following a change of management, I was appointed by the board of a financial company offering financial advisory, discretionary portfolio management, account consolidation and funds of hedge funds. They hired me to write their business plan, identify and develop strategies for growing the business, review its investment fund offering, its readiness for asset growth, raise assets, lay the foundations for the company's rebranding, create a communication strategy with existing shareholders and clients and review the company's financials.

Special Advisor to the Executive Board

Mirabaud Group

Sales coaching and support
Coached members of the sales team in preparing strategy, relevant personalised sales messages, translating these into effective marketing documents and preparing and rehearsing the sales pitches for client meetings and follow-ups

Marketing
All marketing related to the firms' extensive Equity, Fixed Income and Fund of Hedge Fund offering.

Marketing documentation: Slideshows
Implementation of the brand within slide design and slideshow content, definition of key messages and USPs with fund managers, translation into clear and effective wording and visuals. In-depth study of the works of Nancy Duarte and Garr Reynolds

Marketing documentation: press articles
Author in English and French of numerous articles published in international and national press, including on the "Letters from the CEO" (https://www.mirabaud-am.com/fr/actualites/detail/article/1444639624-letter-from-our-ceo-q4-2015/)

Marketing documentation: DDQs
Co-creation of an improved template for DDQs, coordination of the import of data and rewrite, with the managers, of the key messages, coordination of reviews between the PM, legal, compliance and risk departments

Project management
Selection and implementation of a Gantt tool within the company for managing projects

Brand management
Definition of the brand, its universe, values, positioning, USPs and the subsequent translation throughout all communications, including group's current slogan

Website
Brief for the company website in line with the brand: design, functionality, visuals, universe and content creation

Photography
Definition of the visual universe for the brand, creation of the photography brief and delivery of the main photographs, including many from personal portfolio

PR
Coordination of PR agencies between the UK, the UAE, Switzerland, France, Spain, Netherlands

Translations
Reference point for group's translations EN - FR and member of the committee for selecting a translation agency

Senior Marketing Officer

Selfemployed

English and French bilingual.
Clients include:
- US Departement of Defense, Marshall European Center for Security Studies, Garmisch, Germany
- Saatchi & Saatchi Simko, Geneva
- Confidential Wealth Management and Asset Management firms (Geneva)
- Swiss National Television and Radio (TSR and RSR, Geneva and Lausanne)
- Sustainable Development 2005, Geneva
- BAK Basel Economics, Basel
- Perlatum Communications, Stockholm
- Durhone Wines, Buenos Aires
- Itéral Management, Lausanne
- Box Productions (films by Jean-Stéphane Bron), Lausanne
- L'Institut Universitaire des Etudes en Dévelopement, Geneva
- The Institute of Political and International Studies, Lausanne
- The Institute of Economic and Social History, Lausanne

Conference interpreter / translator

Club Diplomatique de Genève

The Club Diplomatique de Genève brings together the most senior individuals of the diplomatic sector, the international private sector and the local private sector in Geneva, in order to create a forum for global leaders to exchange ideas, experiences, debate and learn together.

Tasks including: branding and definition of the club, its goals and target audience, action plan, project management, client relations, business development, database creation, event organisation.

Executive Secretary

MIGNON GENEVE SA

Project manager and assistant to the COO during a phase of strong growth, I oversaw the creation of an IT company in Romania and ran the operations, implemented procedures within the Hedge Fund, including managing the launch of a new fund, managed external communications and relations with service providers, created the in-house accounting system and covered the COO in his other miscellaneous duties.

Project Manager - Assistant to the COO

Fondation pour Genève

The Fondation pour Genève is one of the leading think tanks of Switzerland with a unique network of directors of multinational companies, banks, government ministers and ambassadors. As project assistant, I helped define the foundation's strategy, communications and worked in tandem with the director when the Swiss government requested we assist the United Nations with raising funds from the private sector for the United Nations Global Compact conference in Geneva. This last task included an in-depth analysis of the UNGC's accounts and budget.

Project assistant

How do you manage a crisis? How do you deal with the press when nothing is under control and everything is getting more stressful by the minute? What is the correct strategy to follow and attitude to have to ensure that you control the little you can and you do proactive damage control?

The IMD Crisis Management course has been the IMD's highest rated course for years. As a facilitator, I contributed directly to this success, facing nearly 1,000 senior managers, challenging their ideas and actions to provide one of the most intense learning experiences of their career.

In the process, I not only learnt how to manage a crisis and team, but witnessed hundreds of examples of how not to manage one.

Facilitator

Geneva Welcome Centre for Internationals, Swiss Press Club

This role was accomplished in the context of my Civilian Service, as Swiss national. The Geneva Welcome Centre caters to the needs of international diplomats and civil servants. Given my personal skills and being bilingual, I was entrusted with services for ambassadors, high ranking civil servants and visiting government officials. In recognition for my contribution to the Welcome Centre, I was offered my following position at the Fondation pour Genève

Assistant to directors and head of events

SFI Swiss Finance Institute

Program assistant for International Wealth Management Executive MBA (www.iwemba.com). In the course of this program, I assisted the programme director as on site contact ensuring the good running of this course for very senior managers. I was program assistant for two consecutive sessions for over 50 students, when the Swiss Finance Institute used to be called the Swiss Banking School.

Program assistant

Private banks and private bankers hire me to help them increase their AUM (SoW & NNM).
Private banks invest significant capital in their teams of private bankers and relationship managers. Most of these people are technically highly competent and highly qualified, with access to significant wealth. Yet most of them operate below their full potential, costing their employers revenue - and themselves missing out on potentially much higher compensation. For some of them, this can easily be addressed by improving their soft skills, their ability to control the frame of the conversation and lead processes with clients and prospects, reducing the risk of misunderstandings sabotaging outcomes.

CEOs, team leaders and desk heads hire me when they are:
- concerned their team is performing below its full potential
- worried that, unless something changes, the results will not change
- anxious about future results and how this will reflect on them
- frustrated that "farmer" bankers are not naturally becoming "hunter" bankers
- reluctant to gamble on a new hire which may not be successful
- impatient to achieve better results.

I help private bankers have more natural conversations with clients and prospects. These identify low hanging fruit, opportunities, and provide visibility and commitments for the banker to grow their AUM.

Some private bankers also wish to invest in their career, either to save their job or improve their book, job satisfaction - and their revenue. They hire me too in order to achieve measurable results faster.

Why grow the AUM? Because:
- it is scalable
- it can happen quickly (share of wallet)
- in many cases, it NOT happening is a disservice to the client or prospect
- selecting the right clients for New New Money avoids losing money with the wrong clients.

This means we also work on the mindset. I coach bankers to be more comfortable having these conversations and replace "hope" with an action plan based on facts. This is the result of my banker sales coaching method.

Listen to my interview with Marcus Cauchi here: https://www.podbean.com/media/share/pb-3z7ax-e3ad38

Book a call with me here: https://frederickkermisch.as.me/intro


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The Battle

Melanie Goodman

Frederick Kermisch, Sales Coach for Private Bankers

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The Battle

Melanie Goodman

Frederick Kermisch, Sales Coach for Private Bankers

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Melanie Goodman's LinkedIn Performance

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