Advisor Training: How to Update Plans in the New Year

In this training session we look at how to update client plans, what happens when the platform rolls over to 2026 and best practices for update meetings in the new year

• 1:53 - New Feature: Adjust Start Year in Projections
• 5:19 - What Happens to the Platform on January 1st
• 8:42 - What to Do Before the End of the Year
• 10:02 - What to Do Early in the New Year
• 13:26 - How to Update a Plan on the Platform
• 22:49 - Best Practices for Client Update Meetings