Live Training Webinar: Kickstart 2025 for Success by Mastering Asset-Map Stencils

Join us for an in-depth session on how to leverage Stencils to elevate your practice. Stencils are an incredible tool to help fuel ongoing client conversations, fill in gaps, possibly uncover additional AUM, and introduce new products/topics.

In this webinar, we’ll walk you through the full range of Stencils—how to use them in their entirety or in parts—and explore our Stencil Public Library, featuring 20+ custom-curated options. Plus, we'll demonstrate how to easily create your own custom stencils tailored to your niche market or business focus, streamlining your workflow for greater efficiency and impact.

Hosted by: LiaJean McHenry (Sr. Training Manager)