Webinar Replay: Accelerate Series | Analyzing Household Data with Target-Maps
In this training recording, LiaJean McHenry, Sr. Training Manager, covers our Target-Maps feature, the logic behind it, and ultimately how you can use it in your client meeting process.
In this training recording, LiaJean McHenry, Sr. Training Manager, covers our Target-Maps feature, the logic behind it, and ultimately how you can use it in your client meeting process.Target-Maps are a vital tool to help illustrate whether your clients are fully funded, underfunded, or overfunded.
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April 23, 2026
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Financial Planning
Accelerate Series | Fuel Your Client Engagement Engine - Hidden Gems for Practice Management
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