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.
July 18, 2017 @ 01:00PM CST
In this session, we discuss a variety of strategies using express and comprehensive modes to empower users to meet the needs of each unique client.
August 22, 2017 @ 01:00PM CST
In this session, we will discuss a variety of strategies using the calculators, Forecaster Assessment and Level 1 plan to empower advisors to meet the needs of each unique client.
August 23, 2017 @ 01:00PM CST
Our goal at Advicent is to be your foundation for success, and that premise extends far beyond the NaviPlan application. From the Partner Support team to Functional Documentation and Tutorial Videos, we are committed to helping you maximize your investment in Advicent’s tools.
August 24, 2017 @ 01:00PM CST
Collaborate and involve your clients in the financial planning process with Narrator Clients powered by NaviPlan. In this session, we will demonstrate how to grant your clients access to the new Narrator Clients portal. You will leave this session with an understanding of how the new Narrator Clients application looks and feels from a client perspective.
September 19, 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
September 20, 2017 @ 01:00PM CST
Entering current financial data and future goals build the basis of any financial plan. However, the real power lies in the ability to show and explain the results to your clients. In this webinar we will look at many different standalone reports that will assist you in reconciling numbers to more easily explain the results to your clients.
September 21, 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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