We train all employees who interact directly or indirectly with investors, including wealth managers, sales and marketing personnel, and compliance and legal team members. Our trainers include nationally known experts in the fields of behavioral and geriatric psychiatry, healthcare delivery, and wealth management. We offer multiple types of live training sessions, including role play simulations, in a variety of subject areas, including:
We offer a full range of coaching services to wealth managers, compliance personnel, and other employees at their firms. These coaching services provide an even more personalized level of ongoing support. Available coaching services include:
Cogniscient can help you design and build the organizational, technical, and customer support infrastructures that will enable your company to successfully meet the needs of senior investors. We offer strategic and program management consulting services delivered in partnerships with experts in organizational behavior, software development, project management, and healthcare.
We can work with you to develop customized coaching, training, and consulting programs and materials to meet your specific needs.
Contact Cogniscient at firstname.lastname@example.org or 617 484 4893 for more information about our training, coaching, and consulting programs.