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Getting Started Videos

Getting Started Videos

Getting Started Videos

Basic 7 Minute Overview

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Step 1:  Register for your 30 Day Free Trial

Step 2:  Getting Started & Data Gathering 

Step 3:  Creating Recommendations           

Step 4:  Presenting Recommendations       

Step 5:  After Recommendations                    

Resources

Getting Started Videos

Getting Started Videos

Q&A

Best Practice Videos

Best Practice Videos

Best Practice Videos

Best Practice Videos

Best Practice Videos

How much should your client sell his/her business for?

How to do a Graduate Plan for just someone just starting out.

Client List

Global Settings

Global Settings

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Global Settings

Global Settings

Global Settings

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Quick Overview Video

My Account

Global Settings

My Account

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Quick Overview Video

Plans

Client Profile

Client Profile

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Quick Overview Video

Client Profile

Client Profile

Client Profile

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Quick Overview Video

Suggested Actions

Suggested Actions

Suggested Actions

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Quick Overview Video

Workshop

Suggested Actions

Suggested Actions

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Quick Overview Video

Scenarios

Scenarios

Scenarios

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Quick Overview Video

History

Scenarios

Scenarios

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Quick Overview Video

Client Access

Client Access

Client Access

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Quick Overview Video

Plan Settings

Client Access

Client Access

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Quick Overview Video