Are you looking to enhance your advisor or analyst relations (AR) team’s skills and deliver more value to your stakeholders? Look no further than SageWorkshops.

Topics available

Analyst consulting days
AR-Sales Partnership: Workshop 1 – Starting
AR-Sales Partnership: Workshop 2 – Planning
AR-Sales Partnership: Workshop 3 – Training
AR-Sales Partnership: Workshop 4 – Tools
AR software selection
Auditing the Spoken Word
Building Executive Sponsorship
Creating AR Measurement
Customer Engagement & Feedback
Dealing with Problem Analysts
Key Briefing Rehearsal
Measuring AR Performance
Moving the Dot in Recurrent Evaluations
Optimizing your Analyst Briefing
Outsourced AR selection
Performance Metrics
Presentation diagnostic and review
Ranking and tiering
Spokesperson training

Workshop Structure

Structured Method: Evaluate and refine every aspect of the topic from the perspectives of former analyst insiders and AR practitioners.
Web-Based Inquiry: Access a lifeline for questions or doubts during and after the workshop process.
Engagement: Phone and webinar-delivered engagement for convenience and accessibility.

What You’ll Learn

Critical Insights: Gain valuable insights for content developers, AR professionals and subject matter experts, including understanding advisory and analyst firm’s interests, avoiding key providers mistakes, and learning how to benefit from advisors and analysts’ influence
Effective Execution: Discover why less is more and how to focus resources to meet ambitious goals.

Who you’ll learn with

SageCircle strategists: With extensive experience as end-user clients, influencer relations leaders and advisory or analyst firm insiders, SageCircle strategists bring a wealth of knowledge to the workshop.
Adjunct consultants: SageCircle’s roster of adjunct consultants includes experienced AR jobseekers, analysts at large and (shhhhh!) moonlighting third party advisors. Their experiences and added originality offers a unique 360-degree viewpoint inside each SageWorkshop.


$990, discounted to $495 for current SageCircle clients.