Is your advisor portal a complete nightmare that barely gets used? If your portal is painful for advisors to use, they are not getting the most out of it, which means they are wasting time throughout their day. With the proper tools and resources, advisors can feel empowered and prepared to maximize their full potential with each day. Watch the Waking Up From Your Advisor Portal Nightmare Webinar.
As a recap, this webinar discussed:
– Common problems that enterprises have
– The problems that one wealth company had in their organization
– The steps they took to fix these problems
– The results after implementing a solution
Be sure to download a copy of the presentation slides below.