Weekly Brief - June 27, 2020

A quick recap of the week #poweredbyCloudAdvisors

On-Demand Training Available Now: Level 1 and 2

One Hour Step by Step Video Training (CE Available)
Level 1: Learn the Basic How, What and Where on the Platform 
Level 2: Explore the When and Why Prospecting and Client Strategies


Solution Library Weekly Featured Search:
SnapClarity Virtual Mental Health

Explore Over 300 Products and Services Available for Search & Share

 


Engage Clients Year Round with our Annual Advisory Model
Read the Four-Part Proposed Process

Part 1: Governance - The Most Valuable Time For Advisors and Clients All Year
Part 2: Plan Audit - The Advisor's Role is to Provide Advice
Part 3: Claims Review - The Data Tells the Story
Part 4: Renewal - The Evaluation of Fair Market Rates


Next Week's Featured Search:


Until next week, remember the wise words...
“The only way to get what you want in this world is through hard work"
- Tiana, The Princess And The Frog

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