Adviice Advisor Training: Quick vs Detailed Plans - March 2025

The recording of our March 12, 2025 Advisor Training Session on making quick plans in Adviice. We go over how to make a plan in 10 - 15 minutes and then discuss where adding more details with your clients can create great conversations and better numbers.

1:09 - Upcoming Features

4:03 - Making a Basic Retirement Quick Plan

20:49 - Adding Details and How it Changes the Plan

33:45 - Adding a Quick Rental

40:45 - Adding a Quick Corporation