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.
October 17, 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.
October 18, 2017 @ 01:00PM CST
During this session, discuss some of the most common problems NaviPlan users encounter. This session will focus on best practices, and ways to avoid the most common pitfalls within NaviPlan.
November 14, 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.
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.
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.
December 13, 2017 @ 12:00PM CST
In this session, you will learn tips and tricks to become more efficient during the data entry portion of financial planning. The focus will be account aggregation, integrations, hot keys, and duplicating items.
December 14, 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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