Configuring Your Profile
Configure your profile to ensure proper formatting of client reports.
Configure your profile to ensure proper formatting of client reports.
Recording of the weekly Basic Training sessions that covers setting up new clients, creating accounts, and generating your first income plan scenario.
Learn about the various areas of IncomeConductor.
Steps for setting up new clients.
Learn what the various plan statuses mean.
Explore common Pro plan “red flags” that arise, “insights” into why they occur, and “solutions” to address them.