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Strategic Advisory Conversational
Positioning Recurring Revenue Opportunities
Our Goals
Our Goals
Learning Objective
Learning Objective
- Conduct a high impact strategic meeting.
- Pitch a world-class proposal that will help the client fulfil their needs.
Key Topics
Key Topics
- The Type of Money I Am Managing (The Money Quadrant)
- 4 Parts to UNDERSTAND a client’s financial needs/goals
- 5 mining questions” in order to fully understand and appreciate the context and significance
- What information do I need to create a world-class proposal? (HCF)
- Using Risk Profiling Form strategically + anchor questions
- Structuring a pitch meeting – ROADMAP
- Portfolio Management: Core-Satellite Strategy
- Asset Allocation vs Strategic Asset Allocation vs Tactical Asset Allocation
- 6 Cs – Structuring your proposal
