SERVICES
AT TRUSTED ADVIZOR
“We practice what we teach”
CONSULTING
- Business strategy consulting
- Wealth Management development
- Launching new Wealth Management division
- Financial consulting
- Training consulting
- Fintech & Digital transformation consultant
MANAGING
With over 20 years of experience, Trusted Advizor Team is the right partner in managing all aspects of your long-term financial success. Our unique, team-based approach to Wealth Management means you have the full attention of our Financial Planning & Investment teams, working cohesively on your behalf.
With TA, You Benefit From Receiving:
- A fully customized financial plan and investment strategy for your financial future.
- Ongoing support as your personal Wealth Management partner for a lifetime.
- Independent Investment Advisers, utilizing investment opportunities to achieve your goals.
- A client success team devoted to simplifying your account maintenance and enhancing the client experience.
1:1 COACHING
Professional and specialized coaches to give you honest feedback and access to business solutions to help you think strategically.
Here are 4 types of coaching that TA offering:
- Executive Coaching
- Integrated Coaching
- Team Coaching
- Virtual Coaching
Training
We design specific training development programs for corporate and startups and get delivered by international and Local experts.
We are specialized in the following training
- Wealth Management
- Chartered Wealth Manager
- Introduction to Credit Analysis
- Private Banking
- Certified Relationship Manager
- Portfolio Management
- Foundation Risk Management
- Certified Branch Manager
- Anti-Money Laundering
- Leadership skills
- Communication skills
- Power of sales for wealth managers