Raymond James introduces advanced technology education offering for financial advisors
Tech Savvy is the firm’s latest education offering to provide advisors with training on technology integration for a seamless experience
ST. PETERSBURG, Fla. – Representative of the firm’s commitment to supporting financial advisors through technology, Raymond James has introduced a new education offering called Tech Savvy which provides advisors with advanced training on integrated practice management technology. The offering is the latest addition to the firm’s established technology education program, according to David Lillis, vice president, technology at Raymond James.
“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. 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,” said Lillis.
The technology education program is comprised of multiple tracks and offers training on foundational technology through the adoption of new applications and enhancements. Tech Savvy’s virtual sessions, hosted by live tech consultants and recorded for later replays, are designed to help advisors master targeted areas of practice technology. Courses are highly interactive and encourage hands-on practical application throughout.
In addition to Tech Savvy, the firm’s technology education series also includes:
- Tech Orientation - A self-paced and self-guided orientation program to introduce advisors to Raymond James technologies that are crucial for daily management
- Tech Essentials - Live virtual sessions which provide a strong technology foundation to simplify work and increase productivity
- Tech Forward - Live virtual sessions that build on an existing technology foundation to upgrade productivity and strengthen client relationships
- Tech Power Up - Monthly updates on the latest Raymond James technology enhancements and practice management tools to optimize business practices
“All of our technology education offerings are designed through advisor focus groups and feedback to ensure valuable content delivered in a way that suits all learning styles. These live and recorded courses are just one piece of our overall approach, which includes in-application product tours, videos, simulations, documentation and more,” continued Lillis. “We provide learning opportunities that are flexible and continuous throughout an advisor’s career.”
About Raymond James Financial, Inc. Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,600 financial advisors. Total client assets are $1.19 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.