Strategies for your Clients in the Advice Engine
Written Tips and Video Content to assist you in offering strategies for your clients needs in the Advice Engine
- How to create and use Strategy Templates in Advice Engine
- How to create a Purchase Power by Rate analysis in the Advice Engine
- How to build a Cost of Waiting Presentation in the Advice Engine
- How to Build the "Skip The Bagel" presentation in the Advice Engine
- How to create an Annual Mortgage Review in the Advice Engine