Impactful Extras Series Webinar Recap: Explore Client Site Planning

With the introduction of Explore Mode, clients can have a direct impact into the Interactive Planning tools. This enables clients to have more input into their plans and gives advisors a better insight into their needs. Watch the recording below and review how to introduce Explore Mode to your clients and use their plans during meetings.

Looking for specific information on Client Site Planning?:

Jump ahead using the chapter timestamps shown below:

• Explore Mode Setting Enablement 3:00
• Client View 4:15
• Advisor Planning View 10:30
• Default Settings 21:20
• Resources 22:13

Additional Resources:

• Goals Tab – Explore Mode

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