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.
May 16, 2017 @ 01:00PM CST
In this session we 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.
May 17, 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.
May 18, 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’ll leave this session with an understanding of how the new Narrator Clients application looks and feels from a client perspective.
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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