Arrow Icon

Impactful Extras Series Webinar Recap: Spotlight on the Decision Center

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More
Are you using all that the Decision Center has to offer? Join us as we take a detailed look at all the features and functionality of the Decision Center.

Looking for specific information on Decision Center?:

Jump ahead using the chapter timestamps shown below:

  • Purpose of the Decision Center 11:00
  • Adding a Sample Client 12:47
  • Where to Access the Decision Center 14:04
  • What are What-If’s 14:45
  • Launching Decision Center under Plans vs the Regular Decision Center 16:05
  • Reviewing what the Plans, What It’s, and Insight Boxes are 17:24
  • Selecting a Report 21:21
  • Reviewing Projections 22:30
  • What is Time Value Mode 24:25
  • Reviewing Solvers under Insights 26:44
  • Adding a Plan to the Decision Center 37:29
  • Adding a Technique 42:04

Additional Resources:

Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your February Training Opportunities here.


Related Posts