- 1Start here: the Smart Financial HouseWhat the house is, why the foundation, walls and roof matter, and how the site is put together.
- 2Working a plan with your clientWalking through the questionnaire, the gaps, and the priorities together.
- 3Protecting clients identityHow plan codes, anonymity, and permission-based sharing keep the client in control of their personal information.
- 4Creating your profileHow to set up your presenter or specialist profile so clients and partners can find you.
- 5Networking groups and invitationsSetting up a group, inviting other professionals, and tracking who has joined.
- 6Helping your client work with their financial teamHow to invite a client, what they see, and how they bring their own team into the plan.
- 7Putting it all togetherA full run-through of the day-to-day rhythm on the site.
- 8Newsletter overviewBuilding your list, sending, and what the results tell you.
- 9Smart lead trackingFollowing every client from first contact through to close.
Videos open in a new tab. Watching them in order gives the clearest picture, but you can jump to whichever one you need.