Advisory Camp 1 & 2
Advisory Camp aims to equip participants with real practices to strengthen the foundational knowledge and skills necessary to become effective advisors to clients. The program aims to help participants understand the key challenges and opportunities facing clients and provide them with the tools and techniques to offer strategic guidance and support.
Learning Objective
Advisory Camp 1 :
- Improving the “quality of conversation” which would include how to position the bank’s different solutions
- Identify individual advisory development opportunities
Advisory Camp 2 :
- Have a strategic approach to managing different types of clients
- Map out and Deliver a game plan for each client, using the Advisory framework.
- Engage clients in a structured and systematic Debrief process and to strategically increase share-of-wallet
Training Outline
Advisory Camp 1 :
- Your strategy, values, and culture: USP
- Relevance story telling – bank unique selling proposition and your unique value proposition to your client
- Investment Advisory process
- Discuss : ROADMAP & 6Cs
- Role play : first meeting & second meeting
Advisory Camp 2 :
- Strategic Approach to Client Management (4 steps)
- Strategically Engaging the Client (FUEL)
- Key Steps of Debrief
- Rebalancing – Incresing share-of-wallet, Referral, Decision Tree
- Role play 1 – Portfolio Review
- Role play 2 – Portfolio Rebalancing
