Impactful Extras Series Webinar Recap: Troubleshooting Advisor and Client Connections

In this session, we learned how to efficiently troubleshoot advisor and client connections, what the various troubleshooting errors actually mean, how to set troubleshooting expectations with your client, how connection types are relevant to the error you see, and what can be done to resolve these errors.

Looking for specific information on Troubleshooting Advisor and Client Connections?:

Jump ahead using the chapter timestamps shown below:

• Review Connection Errors 3:15
• Reporting a Problem 14:14
• Adding and Viewing Groups 21:00
• Submitting a Connection Request 22:57
• Setting Client Expectations 25:17

Additional Resources:

• Advisor vs Client Connection
• Troubleshooting Accounts
• Connections FAQ

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