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Impactful Extras Webinar Recap: Create a Client Connections Process

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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ET

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In this session, we highlighted best practices for successfully aggregating client’s accounts on the client portal.  We also reviewed initial connection conversations, resources to share, and troubleshooting tips.

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Looking for more 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 September Training Opportunities here.


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