Skip to main content
Image coming soon

Premium engagement picks, not whatever lands on the desk

$199.00
Adding to cart… The item has been added

What is the Premium engagement picks, not whatever lands course about?

Even senior advisors often end up working on whatever deal comes through, rather than the ones that fit their strategic goals, client profile, and margin targets. This leads to diluted focus, execution drag, and missed leverage.

What situation is the Premium engagement picks, not whatever lands for?

Even senior advisors often end up working on whatever deal comes through, rather than the ones that fit their strategic goals, client profile, and margin targets. This leads to diluted focus, execution drag, and missed leverage.

What do you take away from the Premium engagement picks, not whatever lands course?

A repeatable scoring system for inbound OCIO opportunities Clear criteria for walking away from misaligned or low-margin work Stronger negotiation position with clients and internal teams Faster alignment with internal stakeholders on preferred deal types Increased share of high-fit, high-margin engagements.

What's included with your purchase?

12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.

What does the Premium engagement picks, not whatever lands cover on delivery and format?

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access. Time investment: 45, 60 minutes per module, designed to be completed over 6, 8 weeks with real-world application between modules.

How does this compare to the alternatives?

Generic OCIO courses focus on process and compliance; this course is the only one focused on financial leverage through selective engagement picking.

What does the Premium engagement picks, not whatever lands cover on frequently asked?

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

How is the Premium engagement picks, not whatever lands delivered?

The Premium engagement picks, not whatever lands is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. A certificate of completion is issued by The Art of Service when you finish.

Closely related courses: Premium engagement picks, not whatever lands on your desk.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Premium engagement picks, not whatever lands on the desk

How senior OCIO advisors are selecting higher-margin work with stronger client alignment

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Spending too much time on low-margin or misaligned OCIO engagements

The situation this course is for

Even senior advisors often end up working on whatever deal comes through, rather than the ones that fit their strategic goals, client profile, and margin targets. This leads to diluted focus, execution drag, and missed leverage.

Who this is for

Senior OCIO advisor in a large financial institution, responsible for selecting and structuring outsourced investment management engagements

Who this is not for

Junior investment analysts, general wealth advisors, or those not involved in OCIO deal selection or mandate shaping

What you walk away with

  • A repeatable scoring system for inbound OCIO opportunities
  • Clear criteria for walking away from misaligned or low-margin work
  • Stronger negotiation position with clients and internal teams
  • Faster alignment with internal stakeholders on preferred deal types
  • Increased share of high-fit, high-margin engagements

The 12 modules (with all 144 chapters)

Module 1. Defining your strategic sweet spot
Map the intersection of margin potential, client stability, and execution fit to identify your ideal OCIO engagement profile.
12 chapters in this module
  1. What makes an engagement high-margin
  2. Client longevity signals to track
  3. Execution capacity thresholds
  4. Portfolio complexity scoring
  5. Team bandwidth benchmarks
  6. Fee structure red flags
  7. Client governance maturity
  8. Alignment with firm priorities
  9. Risk-adjusted return floor
  10. Minimum scale thresholds
  11. In-house support requirements
  12. Exit path clarity
Module 2. Scoring inbound opportunities
Build a weighted scorecard to evaluate every incoming OCIO mandate against your sweet spot, reducing emotional or political selection.
12 chapters in this module
  1. Weighted scoring logic
  2. Margin component weighting
  3. Client fit factors
  4. Execution risk flags
  5. Internal support score
  6. Renewal likelihood index
  7. Conflict checklist
  8. Regulatory complexity tags
  9. Reporting burden estimate
  10. Transition timeline realism
  11. Stakeholder alignment gauge
  12. Deal velocity benchmark
Module 3. Creating your 'no' criteria
Define clean, objective thresholds that let you decline misaligned work without friction or second-guessing.
12 chapters in this module
  1. Hard stops by fee type
  2. Client governance thresholds
  3. Minimum team availability
  4. Portfolio turnover limits
  5. Reporting frequency caps
  6. Customization red lines
  7. Legal clause blockers
  8. Service level agreement floors
  9. Third-party dependency checks
  10. Conflict of interest rules
  11. Duration minimums
  12. Exit clause requirements
Module 4. Positioning for preferred mandates
Learn how to shape conversations early so you’re invited into the right opportunities before they’re widely circulated.
12 chapters in this module
  1. Early signal detection
  2. Client relationship mapping
  3. Internal advocate development
  4. Pre-RFP influence tactics
  5. Value-based positioning
  6. Differentiation language
  7. Case study deployment
  8. Reference client outreach
  9. Timing your engagement
  10. Framing your capacity
  11. Signaling selectivity
  12. Preferred partner status
Module 5. Negotiating terms from strength
Use your scoring and criteria to negotiate better fees, scope, and support, without appearing rigid or unavailable.
12 chapters in this module
  1. Fee floor anchoring
  2. Scope negotiation levers
  3. Support team commitments
  4. Change control protocols
  5. Reporting customization
  6. Governance meeting cadence
  7. Escalation path definition
  8. Amendment process rules
  9. Client onboarding timing
  10. Termination clause balance
  11. Performance review structure
  12. Renewal term advantages
Module 6. Internal alignment playbooks
Get buy-in from compliance, legal, and operations by showing how selective deal-taking reduces risk and increases efficiency.
12 chapters in this module
  1. Compliance burden reduction
  2. Legal review frequency drop
  3. Operations throughput gain
  4. Risk exposure decrease
  5. Resource allocation clarity
  6. Quarterly planning alignment
  7. Cross-functional scorecard sharing
  8. Stakeholder objection responses
  9. Capacity projection models
  10. Success metric tracking
  11. Feedback loop integration
  12. Executive summary templates
Module 7. Client communication frameworks
Deliver confident, value-based messaging when declining or reshaping opportunities, strengthening long-term trust.
12 chapters in this module
  1. Declination language
  2. Value-focused alternatives
  3. Timing-based deferrals
  4. Capacity transparency
  5. Future opportunity signaling
  6. Client fit framing
  7. Portfolio alignment justification
  8. Team availability honesty
  9. Success story references
  10. Next-step invitations
  11. Follow-up cadence
  12. Re-engagement triggers
Module 8. Tracking leverage metrics
Measure the financial and strategic impact of selective engagement picking over time.
12 chapters in this module
  1. Average margin per engagement
  2. High-fit deal ratio
  3. Client retention rate
  4. Execution cycle time
  5. Internal referral frequency
  6. Renewal premium capture
  7. Resource utilization rate
  8. Client satisfaction score
  9. Deal decline rate
  10. Follow-up conversion rate
  11. Strategic alignment index
  12. Leverage trend analysis
Module 9. Scaling selective capacity
Grow your ability to handle more high-fit work by systematizing intake, scoring, and handoffs.
12 chapters in this module
  1. Deal intake workflow
  2. Scoring automation
  3. Triage assignment
  4. Team delegation rules
  5. Documentation standards
  6. Handoff checklists
  7. Client briefing templates
  8. Internal kickoff sequence
  9. Status tracking system
  10. Feedback capture
  11. Process refinement
  12. Capacity expansion triggers
Module 10. Benchmarking against peers
Compare your leverage performance to top OCIO advisors without exposing proprietary data.
12 chapters in this module
  1. Anonymous peer grouping
  2. Margin benchmarking
  3. Deal volume vs. value
  4. Client fit scoring
  5. Execution efficiency
  6. Renewal rate comparison
  7. Resource loading
  8. Declination rate norms
  9. Strategic alignment
  10. Innovation adoption
  11. Client feedback trends
  12. Market positioning
Module 11. Maintaining selective discipline
Avoid backsliding into default deal acceptance during busy periods or internal pressure.
12 chapters in this module
  1. Quarter-end pressure tactics
  2. Committee influence strategies
  3. Revenue target framing
  4. Capacity transparency
  5. Success story reinforcement
  6. Data-driven pushback
  7. Leadership communication
  8. Team accountability
  9. Incentive alignment
  10. Public commitment
  11. Review rhythm
  12. Course correction process
Module 12. Building a leverage legacy
Turn your selective approach into a replicable model others adopt, increasing your influence and mandating authority.
12 chapters in this module
  1. Model documentation
  2. Team training rollout
  3. Internal advocacy
  4. Success case compilation
  5. Leadership presentation
  6. Cross-functional adoption
  7. Policy integration
  8. Scorecard institutionalization
  9. Feedback refinement
  10. Version control
  11. Leverage culture building
  12. Next-gen advisor onboarding

How this maps to your situation

  • Evaluating a new OCIO mandate
  • Negotiating terms with a client
  • Declining a misaligned opportunity
  • Reporting leverage impact to leadership

Before vs. after

Before
Receiving and accepting OCIO engagements based on availability, not strategic fit or margin potential.
After
Consistently selecting high-margin, well-aligned engagements that compound leverage and reduce execution drag.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: 45, 60 minutes per module, designed to be completed over 6, 8 weeks with real-world application between modules.

If nothing changes
Continuing to take on misaligned or low-margin work erodes profitability, increases burnout, and limits room to pursue higher-value mandates.

How this compares to the alternatives

Generic OCIO courses focus on process and compliance; this course is the only one focused on financial leverage through selective engagement picking.

Frequently asked

Is this about declining more work?
It’s about choosing better work. You’ll gain a framework to say 'yes' to higher-margin, better-aligned mandates, by design, not default.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this work in a large institution like PNC?
Yes. The framework was developed with senior OCIO advisors at complex, multi-tiered financial institutions in mind.
$199 one-time. 45, 60 minutes per module, designed to be completed over 6, 8 weeks with real-world application between modules..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
!