Client Portal Webinar OUTRO_092020

Susan Dawson
11 months agoAugust 27, 2020
15:43:40
Is there going to be a way for a client to use Ask my advisor, to not only set an appt for a meeting but email someone else at the RIA team (sub-advisor or underwriting...)?
Susan Dawson
11 months agoAugust 27, 2020
18:32:92
Is that notification of activity email something that also goes to client if advisor makes changes?
Susan Dawson
11 months agoAugust 27, 2020
24:31:61
Will you be adding any additional modules to the financial planning tool?  If so, how is the best way for us to make a recommendation?
Susan Dawson
11 months agoAugust 27, 2020
35:23:24
Even though we already use the Financial planning portal, I'd still like to have access to the marketing materials mentioned at the end of the video.  Where can I find these?
Steve Goldbloom
10 months agoOctober 18, 2020
Please Ask Chelsea to add this to Goldbloom Wealth Management LLC, smart sheet plan , we are mid implementation, Thank you
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