Advisor Training: Transitioning from Initial Plan to Ongoing Planning

In this training session we focus on how to transition from an initial plan to a long-term ongoing planning engagement.

We look at how to use best use the Implementation section and how to frame conversations with clients around ongoing planning.  

• 05:48 - Ongoing Planning with Adviice
• 15:39 - Demonstrating the Value of Ongoing Planning to Clients
• 27:06 - Using the Implementation Section
• 40:39 - Feedback on Upcoming Features