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