Learn how to onboard a client, deliver a differentiated client experience, and develop a financial plan - quickly and efficiently.
Features of the Client Portal so you can create a customized experience that best meets the needs of your clients
Streamlined practices for onboarding a client
Simplified approaches to easily produce financial plans with minimal client info and data entry
Fundamentals of Foundational Planning
$100 per seat
Duration: 1/2 Day, 8:45am - 12:30pm