Live Training Webinar: From Templates to Tailored Plans - Unlocking Asset-Map Stencils

If you want to create impactful client conversations while working more efficiently, this webinar is for you.

Join us for a deep dive into Stencils, a powerful feature designed to help you surface overlooked details, close information gaps, uncover additional AUM opportunities, and introduce relevant planning solutions.

In this session, we’ll cover:

• The full range of Stencils, showing you how to use them holistically or selectively within your workflow

• A tour of our Stencil library, featuring 20+ custom-curated options

• How to easily build custom Stencils tailored to your niche or business model.

Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)