Planning Services Advisor Mentoring

Oyster professionals have extensive expertise in financial planning tools and will work closely with your Reps to help them with the complexities in the planning process.

We can help advisors better understand the concepts around tools within the software that support retirement planning, client engagement, risk identification and planning concepts. This enables your team to produce plans more quickly and efficiently, allowing them to spend more time on building relationships and creating new ones.

Our Process

Step 01

Kickoff

Starting with key stakeholders and leadership, we make sure your project goals are understood and aligned to project deliverables.

Step 02

Plan

We customize your project timeline, scope and deliverables. We then translate these into key milestones for quality control and assurance.

Step 03

Execute

Oyster monitors and reinforces project goals while achieving project deliverables.

Step 04

Deliver

Whether it is ongoing consulting or project based, Oyster will deliver a quality product that encapsulates your goals and expectations