Strategic Portfolio Review
A Strategic Portfolio Review is a systematic and comprehensive approach to evaluate an organization’s entire portfolio of projects, initiatives, and investments.
This process allows organizations to assess the effectiveness of their current strategies, identify gaps and opportunities, and make informed decisions about the allocation of resources to achieve their long-term objectives.
The Strategic Portfolio Review program aims to equip participants with the knowledge and skills necessary to conduct a comprehensive assessment of their organization’s portfolio. Participants will learn how to analyze the current state of their portfolio, identify key performance metrics, evaluate potential investments, and develop a strategic roadmap to achieve their desired outcomes.
Learning Objective
- Improving the “quality of conversation” which would include how to position the bank’s different solutions
- Identify individual advisory development opportunities
- 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
