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

Creating an engaging client experience | NaviPlan®

November 15, 2017 @ 01:00PM CST
In this modern day of financial services, it is important to make sure that your work practice is not only unique but also client focused. In this session, we will cover how to create an engaging client experience to maximize your client relationships.

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Narrator® Clients powered by NaviPlan® functionality overview

November 16, 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.

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