Accomplish effective training with our web-based training for your comprehensive and solution needs. From techniques for customizing Builder Suite, to step-by-step instructions for getting the most from certain features.
The web-based training will allow you to learn the full power of Plan Builder and Practice Builder with more convenience. Work one on one, together on the same computer with our trainers anywhere you have Internet access! Stay updated with new features, the web-based training will jump start on learning how to use the new features.
Our Builder Suite Support Team uses Go to Meeting. They are able to accomplish effective training without any of the travel hassles or headaches.
You never need to leave your office. You can see everything on your monitor and you're linked with us by the Go To Meeting Center. The requirements are modest:
This program fully involves you in the techniques and practice for the complete utilization of Practice Builder.
Learn how to use your powerful software program to:
These sessions will cover all elements of Comprehensive Financial Planning - from Client Engagement and Fact-Finding, Analysis and Projections, to Recommendations, Service and Monitoring. Learn how to use your powerful software program to:
Web-based Training is a Cost-Effective way to Learn!
Join one or all of our Plan Builder Live Webinars. Veteran financial advisor, David Stitt will guide, and/or your staff through the elements of plan production, Plan Builder will help you sell the plan. Productivity depends on a number of factors. The motivation level of your employees is one of them. Have you taken the time to discover what truly motivates your employees? If you want to increase production - and what manger doesn't - it's time to consider getting your employees motivated about their work. More Details
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