Skip to content

Financial Services


Bespoke Package: Leadership and Business Development Academy Ascent

Mountaintop’s Leadership and Business Development Academy Ascent gives professionals the skills and confidence to become successful leaders and rainmakers. We employ interactive teaching methods and practical advice to demystify the process of building professional relationships and leveraging those relationships to bring in business.


  • Investors
  • Financial Executives
  • Portfolio Managers
  • Emerging Leaders
  • Partners
  • Managing Directors


The Leadership and Business Development Academy Ascent includes a package of live training sessions which are typically presented once a month over several consecutive months. Each group session is conducted in a 60 to 90-minute format, potentially over lunch, and incorporates a formal presentation, group discussion, interactive group exercises, and valuable follow up for each participant to complete.


At the summit, each participant will be able to:

  • Articulate their personal brand on and offline, including the value they bring
  • Understand how to execute practical yet critical components of business development and client service
  • Develop and execute a customized, strategic Action Plan for continued success

What’s Covered

The Leadership and Business Development Academy can be customized by selecting any number of our top-rated sessions. Please contact us to discuss your goals, so we can develop a bespoke curriculum tailored to your specific audience and needs.


Personal Branding & Executive Presence

  • Kickoff: Straight talk about leadership development and your organization’s expectations
  • Communicating your personal brand, expertise, and the value you bring to each matter
  • Cultivating executive presence
  • Becoming a “go to” person internally and externally
  • In-Session Exercise: Elevator Speech Role Play
  • Homework for Participants: Organization Bio & LinkedIn Profile Updates

Maximizing Existing Client Relationships

  • Honing a client service orientation
  • Promoting your organization
  • Identifying client development activities that play to your strengths
  • In-Session Exercise: Client Profile & Outreach Plan Exercises
  • Homework for Participants: Contacts Review & Outreach Plan Development

Building & Maintaining Your Professional Network

  • LinkedIn for Busy Professionals: a live demonstration of how to use LinkedIn strategically and ethically
  • Developing a content strategy for your practice
  • In-Session Exercise: Live LinkedIn Demonstration
  • Homework for Participants: LinkedIn Profile Updates

Creating & Implementing Your Personal Action Plan

  • Identifying your highest ROI activities and matters
  • Strategic career management for success and fulfillment
  • Prioritizing your external activities and outreach
  • Demonstrating commitment through consistent follow up
  • Creating accountability and support systems internally and externally
  • In-Session Exercise: Personal Action Plan Exercise (using Mountaintop’s proprietary templates)
  • Homework for Participants: Personal Action Plan Development

Strategic Career Management

  • Understanding the organization’s expectations for promotion
  • Developing strong relationships within your practice area, in your office, and organization-wide
  • Playing to your strengths to build your differentiated “platform” for advancement
  • Identifying appropriate internal and external profile-building activities
  • Crafting a simple, personalized action plan to manage the next phase(s) of your career
  • In-Session Exercise: SMART Goals & Action Planning
  • Homework for Participants: Personal Action Plan Development

Communication Skills & “Owning The Room”

  • Mastering verbal, nonverbal, and written communication
  • Understanding the 7 C’s of effective communication
  • Structuring effective, professional email communication with clients and colleagues
  • Establishing the physical presence and confidence to “own the room”
  • In-Session Exercise: “Off The Cuff” Role Play
  • Homework for Participants: Related reading

One-On-One Coaching Sessions are available, at an additional cost, to reinforce this Ascent. Please contact us for more information.

Trusted By

We help high-achieving professionals in the nation’s most recognized law firms, financial institutions, and businesses scale the heights of career success and personal fulfillment.

Talent wins games, but teamwork and intelligence win championships.

Michael Jordan


I found Mountaintop Consulting to be laser-focused in understanding our firm and what we had to offer and in helping us learn how best to communicate our expertise to our likeliest market.

— Founding Partner, Litigation Boutique

I participated in Mountaintop’s Leadership and Business Development Academy along with several partners at our firm, and we were not disappointed.  The Academy introduced the ideas and methods our young partners needed to feel confident about their business development efforts.  For more experienced partners like me, the Academy presented a more deliberate and thoughtful approach to leveraging existing contacts and successes.  My colleagues and I saw results almost immediately.  Mountaintop’s approach works as long as you work the plan.

— Partner, Top-Tier Litigation Firm

Ready for your Ascent?

Take the first steps. We can help you reach higher peaks in your career.