Watch this engaging training session. In this session, we covered:
- Exploring the full financial picture: wealth, cashflow, insurances, teams, and more
- The ‘how-to’ of working together with your client to share and manage information
- Tips and tricks for navigating and using the client portal effectively
- A walkthrough of both desktop and mobile experiences
Whether you’re new to myprosperity or looking to sharpen your skills, this session will provide practical insights to enhance collaboration and deliver a true WOW experience — Whole of Wealth done right.