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.
Pro Editor
Explore the Pro editor’s capabilities and reports.
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Intro To Pro
This video walks through the process of setting up your first client, adding accounts, and building their base plan in the Pro plan editor.
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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.
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Settings
General plan settings are set through this menu option.