Advisor Training - New Feature Update - May 2026
In this training we review the new upgrades we've added to the year so far.
- 02:01 - DB Pension Upgrades
- 07:33 - AI Strategy Table and New Strategies (RRSP Meltdown and GIS)
- 25:19 - Progress Phase and Tracking Section
- 36:35 - Introducing Adviice Lite