Advisor Training: Planning Workflows Using Adviice - Nov 2024

In this training we walk through an entire client engagement on the platform showing you both the planner and client perspective. We discuss best practices and how you can use the Adviice platform to its fullest.

We’ve included some time stamps below:

• 03:50 - Onboarding Clients and Setting Trial Length
• 14:54 - Discovery Phase and Reviewing Client Data
• 27:11 - Making a Foundation Report and Why to Have a Foundation Call
• 44:46 - Optimizing the Plan and Creating a Report