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.
- 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
