Upcoming Webinar Topics

Client Communication - Creation/Execution (sms/emails/letters/Client Portal)

Site Administration - ensuring your site is configured to your preference

Reporting - practice management focus

Compliance - ensuring dates are updated/records captured/emails saved/Service Packages

Templates - creation and taking branding/marketing to the next level

Advice Wizard - writing specific strategies

Advice Wizard - administration and Further Question creation/coding

Workflows - examples of best practice/walking through the best ideas we have seen with other advisers

CCUBE - getting to the know the Team and how we all fit together with different roles

CCUBE - what we are working on/what is coming

Other (please specify)