NaviPlan Pre-Conference Training Day by Advicent Solutions - Part 4
Creating an Engaging Client Experience
Creating the financial plan is the just the first step! This session will discuss ways NaviPlan can help bring your clients' plans to the forefront of their lives. This session will illustrate different tools available within NaviPlan to connect with your clients -including Narrator Clients, NaviPlan's client portal.
Advicent, developer of the NaviPlan®, ProfilesTM, and Figlo® financial planning applications, has partnered with NAPFA to offer complimentary training on NaviPlan, the industry's most powerful planning software. Sessions are complimentary and available to both conference attendees and users within the surrounding area. Training is flexible; attendees may register for any (or all) sessions. Participants are encouraged to bring their laptop and NaviPlan credentials. For those who are not current customers - they will be provided with trial access for the day. If you have additional questions, please contact Michelle La Greca, Director of Strategic Relationships at Advicent, at (414) 312-9328.