When you want to develop your branch, this is where you start.
Practice Intelligence is a programme dedicated to supporting our wealth managers through a range of practice management tools, resources and sessions.
Wealth managers working with Raymond James have access to a broad suite of tools and resources which focus on four key areas to help develop and refine your planning:
Can you define your ideal client? Do you have a marketing strategy to find more ideal clients?
Is KYC (Know your Customer) a chore, or something that your clients delight in? Do you add ‘wow’ to your on-boarding process?
How deep are your relationships with clients and their families? Are your clients advocates for your branch?
What’s your five year vision for the branch and how will you get there? Do you have a plan to realise the value of your branch?
If you’d like to find out more about Practice Intelligence and how we’ve helped our wealth managers with workshops and training, please get in contact with one of our business development consultants.
