Advisor Training: Simple Planning with Adviice

An detailed look at the new Simple Planning Feature with Adviice

1:40 - New Features

8:01 - Introduction to Simple Planning

9:20 - Discovery: How Simple Planning Changes Onboarding

19:04 - Foundation: What's Essential in Simple Planning Mode?

20:45 - Planning: How to Make a Simple Plan

31:00 - How to Add Simple Planning to Your Practice