Advisor Training: Financial Planning with Adviice

In this webinar we work through the financial planning process using Adviice.

We discuss how to encourage clients to add information to the platform, managing a three meeting flow (Discovery, Foundation, and Planning) and using the platform to do it as efficiently as possible.

• 0:20 - New Features: LIF Jurisdiction and Real Estate Appreciation Rate
• 6:03 - Setting Client Expectations before Onboarding
• 17:28 - Discovery Phase
• 37:40 - Foundation Phase
• 44:30 - Planning Phase