Webinars

Take advantage of our webinars to learn how Advicent tools empower advisors for success.

Our Take Action Webinars empower you to optimize your financial planning strategy with Advicent technology. These webinars will arm you with tools to leverage our product suite in new ways throughout the client journey.

Take Action Webinars

Advisor Briefcase functionality overview | Advisor Briefcase

June 20, 2017 @ 01:00PM CST
Learn how to make the most out Advisor Briefcase. In this session, you’ll learn best practices for Advisor Briefcase including basic navigation and managing your contacts and accounts. In addition, you’ll learn strategies for locating content and how to distribute that content quickly and easily. Finally, you will also get helpful tricks for managing preferences and settings, to maximize your productivity in Advisor Briefcase.

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Monte Carlo Analysis | NaviPlan

June 21, 2017 @ 01:00PM CST
In this session you will gain a better understanding of the calculations behind the Monte Carlo Analysis, how to understand and interpret the results, and how this number relates to other goal coverage numbers in your plan.

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