The latest addition to Raymond James’ technology education program provides financial advisers with advanced training on integrated practice management platforms.
Tech Savvy is a series of virtual sessions offered by live technology consultants to help advisers master targeted areas of business practices. The virtual sessions will be recorded for advisers to replay later, and courses will be interactive and hands-on, with a focus on practical application, according to David Lillis, vice president of technology at Raymond James.
This is the broker-dealer’s fifth track in its technology education series. Other tracks include Tech Orientation, a self-guided program that introduces advisers to Raymond James technology; Tech Essentials, which focuses on building a solid digital foundation; Tech Forward, which helps advisers upgrade productivity and strengthen client relationships; and Tech Power Up, a series of monthly updates on the broker-dealer’s latest enhancements.
“The goal of this educational program is to empower advisors with the knowledge and practical skills they need to leverage technology efficiently to run their practice, anticipate client needs and deliver exceptional service,” Lillis said in a statement. “This is a relationship business at its core, and our technology supports advisors and their teams as they establish new connections and strengthen existing client relationships.”
Like the other tracks, Tech Savvy was designed through adviser focus groups and feedback, Lillis added.
In addition to live and recorded courses, Raymond James also offers in-application product tours, videos and simulations.
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