Strategi is active in developing training programmes and leading edge technology for the financial advisory industry. This helps financial advisers and their staff provide better quality advice and a higher level of professional client service at a lower overall cost.
In a number of instances, Strategi provides trained and dedicated staff to assist advisory practices train staff, identify IT solutions, migrate technology, personalise it to the practice, design client specific templates and provide ongoing support.
We regularly run workshops and industry conferences to enhance advisers’ skills. We can identify and develop training courses to specifically address a business issue, skills shortage or HR problem in your organisation.
Strategi provides guidance, training and day-to-day back office assistance on:
- Portfolio Construction methodology.
- Model portfolios & recommended product lists.
- Wrap platforms.
- Master trusts.
- Online research tools for both investment and risk products.
- Risk assessment profiles and questionnaires.
- New adviser training.
- Consultation and plan writing.
- Conducting annual reviews.
- Sales and marketing skills.
- Client relationship management (CRM) tools.
- Electronic document sourcing and archiving.
- Web technology for client communication.
- Electronic marketing.
