Video Library
Webinars
- π₯ The State of Advice Exceeding Investor Expectations in 2022
- π₯ The Financial Advisor's Guide to Getting Better Results with Digital Marketing
- π₯ From Stressed to Impressed : The Championβs Guide to Managing Investor Stress
- π₯ How to Get 10x More from your Email Marketing Efforts
- π₯ How to Tap into The Hearts & Minds of your Clients with Marketing Data
Training Videos
- π₯ How to Setup your Account for Success
- π₯. How to Navigate the Content Library
- π₯ How to Create a Team Profile
- π₯ How to Import a Contact List
- π₯ How to Navigate the Outbox
- π₯ How Do I Edit My Newsletter?