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Strategy Advisory Conversation

Is designed to provide individuals and organizations with a structured approach to strategic planning and decision making. The program offers a platform for high-level discussions and enables participants to gain insight into new perspectives, innovative strategies, and potential risks and opportunities.

The Strategic Advisory Conversation program is a valuable investment for anyone looking to develop a comprehensive strategic plan for their organization, gain new insights, and drive better outcomes.

It's easy to work with us

It's easy to work with us

  • Conduct a high-impact strategic meeting
  • Pitch a world-class proposal that will help the client fulfill their needs

Training Outline

  • Plan : Money Quadrant & UNDERSTAND a client’s financial needs / goals
  • Discovery : 5 mining questions
  • Develop : risk profilling, portfolio, management, and asset allocation
  • Discuss : ROADMAP & 6Cs
  • Role play : client meeting

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Free E-book?

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Free E-book?

Get it here now!

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Free E-book?

Get it here now!

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