Raymond James offers advanced technology training for financial advisors


Raymond James wants to turn financial advisors into fintech experts.

This week, the St. Petersburg, Fla.-based company introduced “Tech Savvy,” a new educational program that provides advisors with advanced training in integrated practice management technology.

David Lillis, vice president of technology at Raymond James, said the offering is the latest addition to the company’s established technology training program.

“The goal of this educational program is to equip advisors with the knowledge and practical skills they need to leverage technology effectively to manage their practice, anticipate client needs and provide exceptional service,” said said Lillis. “It’s essentially a relationship business, and our technology supports advisors and their teams as they build new relationships and strengthen existing relationships with clients.”

The program includes multiple tracks and provides training in core technology through the adoption of new applications and enhancements. Virtual sessions hosted by technology consultants live and recorded for on-demand access are designed to help advisors master specific areas of practice technology that may be of interest to them.

Courses are highly interactive and encourage hands-on hands-on application; they include an introductory course in technology crucial to day-to-day management; courses to simplify work and increase productivity; and monthly updates on the company’s latest technology tools.

“All of our technology education offerings are designed through focus groups and advisor feedback to ensure valuable content is delivered in a way that suits all learning styles,” Lillis said. “These live and recorded courses are just one part of our overall approach, which includes in-app product tours, videos, simulations, documentation and more.”

Scroll down to catch up on other recent fintech news you may have missed in our Wealthtech Weekly roundup. And check last week’s edition here.

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