Raymond James desires to show monetary advisors into fintech consultants.
This week, the St. Petersburg, Florida-based agency launched “Tech Savvy,” a brand new academic program that offers advisors superior coaching on built-in observe administration expertise.
David Lillis, vp of expertise at Raymond James, stated the providing is the newest addition to the agency’s established tech training program.
“The purpose of this academic program is to empower advisors with the information and sensible expertise they should leverage expertise effectively to run their observe, anticipate shopper wants and ship distinctive service,” Lillis stated. “It is a relationship enterprise at its core, and our expertise helps advisors and their groups as they set up new connections and strengthen present shopper relationships.”
This system contains a number of tracks and presents coaching on foundational expertise by the adoption of recent purposes and enhancements. Digital periods hosted by stay tech consultants and recorded for on demand entry are designed to assist advisors grasp the precise areas of observe expertise they might be interested by.Â
Programs are extremely interactive and encourage hands-on sensible utility; they embody an introductory course to tech essential for day by day administration; lessons to simplify work and enhance productiveness; and month-to-month updates on the agency’s newest tech instruments.
“All of our expertise training choices are designed by advisor focus teams and suggestions to make sure helpful content material delivered in a method that fits all studying types,” Lillis stated. “These stay and recorded programs are only one piece of our general method, which incorporates in-application product excursions, movies, simulations, documentation and extra.”
Scroll right down to get caught up on different current fintech information you might need missed in our Wealthtech Weekly recap. And take a look at final week’s version right here.