Setting Up The Basics in the Advice Engine

Access the walk through tutorial --> https://youtu.be/iRoysnQM-L8

The tutorial above, will make sure that your MC presentations are set up to WOW your client, for details on:

• Setting up your contact information in MC
• Uploading your photo and logo
• Creating product templates
• Creating fee templates
• Editing disclaimers and default text
• Changing account/billing information
• Setting up Click to Call