Training
Step 1: Getting Started
- Navigating and learning from built-in demo cases
- Manually adding or inviting new clients via email
- How to build the Current Plan
- Introducing scenarios to model clients real life questions
- Introducing customization settings for numbers and visuals
Step 2:
Basic Training
Build - Pt. 1
The Current Plan
Learn how to create a client and then build their current plan to create a baseline.
Build - Pt.2
Scenarios
Learn to create 1 or more Scenarios and how to control their how they're used.
Engage
the Client
Learn how to use pages to engage the client with presentation or online portal
Customize
Plan & Process
Learn to customize the plan with integrations and many other planning options.
Step 3: Learn more about our companion sites
Coming Soon
StartingOutPlan.com
Our Direct-to-Consumer site designed for Advisors to help Legacy Clients, Someday Clients & Dignity Clients.
ProBonoPlan.com
Use this site to engage Pro-Bono clients, keeping the experience separate from your traditional clients.
SmartGradPlan.com
For teachers or advisors assisting in their community, this site is made for High School students or younger.
FutureAdvisorPlan.com
For professors and students to help the next generation of advisors learn and get noticed by the industry.
Step 4: Deep Dives & Best Practices
Coming Soon
Metrics
Graphs
What-Ifs
Teams
Reports
Financial Ratios
Target Portfolio
Details
Ratios
Strategies
Integrations
Step 4: Financial Literacy Concepts
Coming Soon
Risk / Return Relationship
Sequence of Return Risk
Effects of Inflation
Effects of Recession
Cost of Delayed Savings
Cost of Delayed Payments
