Knowledge Base Categories

Intro to Time Segmentation

Getting Started

Discovery Editor

Views

Inputs

Reports

Pro Editor

Views

Inputs

Reports

Integrations

Managing Linked Accounts

Tracking & Re-Planning

Health+

Account Management

Recorded Webinars

Office Hours

Trailblazers

Roundtable Library

Recorded Webinars

Collection of recordings covering a wide range of educational topics.

Tuning Tips

Bite-sized videos on popular planning topics and challenges.

Roundtable Library

View past Advisor Roundtable webinars.

Trailblazers

Series focused on advisors that are influencing the future of financial advice.

Office Hours

Sessions that start by covering specific topics then include open forums for Q&A.

  • 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.