Welcome to another Weekly Brief #poweredbyCloudAdvisors
- (Read) Advisor's Journey: First Plan Audit Report Improves LTD Coverage
- (Watch) How to Search Your Client Block for Specific Insights (Video - 0:56)
2.(Read) Have Questions and Need Answers? Access Support Right Away
- (Watch) Quick video demonstration on using the Support Button (Video - 0:50)
3. (Read) This Week's Featured Search is "BBD ASOnly"
- (Watch) Solution Library in Action - Search "BBD ASOnly" Demo Video (1:13)
Until Next Week, “If it doesn't matter who wins or loses, then why do they keep score?” - Vince Lombardi
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