Advisor Development Program
by Leeann Jarman
1. Technical Applications
1.1. WMF
1.2. Dataphile
1.3. Calculators and FP Tools
2. Practice Efficiency
2.1. Householding
2.1.1. New node
2.2. Segmentation
2.2.1. New node
3. ATBIS Onboarding
3.1. History, Culture & Values
3.2. Strategies and Business Plan
3.3. Investment Philosophy
3.4. Who's Who and Teams
4. Delivering the Dream
4.1. Creating a Meaningful Client Experience
4.1.1. Engage Me
4.1.2. Understand Me
4.1.3. Show Interest in Me
4.2. Helping Clients Become Better Investors
4.2.1. Using story and metaphor to make complex simple