Investment Advisory

Investment Advisory

We provide prefeasibility and feasibility studies in any business Startups and investments.

An Investment advisory, in financial/investment organizations, is the unit linking the investment professionals in the central asset management unit (Investment Research, Portfolio Management) to the relationship managers and/or to important clients of the asset management organization.

Developing effective Training

Business Training

Employee Behavior

Peer Training

Developing Training Strategies

Perform a Needs, Assessment

We Look at what's working and not working for the company. Often, managers have a good idea of what employees are doing well and what they're doing not-so-well. Often, sales is an easy category to evaluate based on performance. Departments such as accounting or human resources are measured by different metrics such as efficiency, accuracy or turnover. Regardless of what is being measured, whenever areas of deficiency are identified, the next step to developing a training strategy is employee feedback.

Porject Completed
Look at Other Companies

We Take a look at what the competition or similar industries do. Learn what works and doesn't work from external resources. For example, outside sales representatives often have similar sales strategies. A payroll provider might utilize similar outside sales tactics as a merchant services provider. Company representatives are generally very generous with teaming up as power partners and can share training about targeting the right prospects and getting past a gatekeeper.

Define the Training Needs

Determine what training is needed and how often the training is required. Sales departments might have regular weekly or monthly training on products and services. Customer services departments could have monthly training on systems. Anyone who deals with personal customer data should also have annual privacy and online security training.

Training Delivery

We establish a budget based on company resources and that can deliver the needed training. Budget constraints are one reason many businesses use online learning platforms; team members can access the lessons any time and can review videos on demand. Some training sessions might be longer than others. For example, a daily sales huddle that focuses on one sales tip might be as short as five minutes. Compare this example to an annual human resources training that's reviewing onboarding protocols for all new hires in a larger company, which might take an entire day or longer to review the requirements and regulations.

We Support Our Clients One Working Days