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.
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.
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.
June 22, 2017 @ 01:00PM CST
Learn how Advisor Briefcase can help you better communicate with your clients. During this 60-minute session, you will discuss how to segment your clients, select appropriate content, the best platform for your content, and how to automate communication efforts.
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