Xplan - Practice Management training
23 March 2020
This course is designed to give you a detailed look at the practice management capabilities of Xplan. This is an interactive session where you will observe demonstrations as well as participate in activities that are structured to provide you with an understanding of Xplan, and how you could use the system to provide advice to your financial planning clients. The session will cover the following areas: - Templates - Service Benchmarks - Review Management - Campaigns Who should attend this course? - Administration staff - Practice Managers - Planners who do their own administration - Principals who want to know about the CRM capabilities of Xplan Full session description is available at https://www.iress.com/media/documents/NZ_Practice_Management_Course_Description.pdf
Event location
Auldhouse, 13 Stanley Street, Sydenham, ChristchurchEvent date/time
Monday 23 March 2020, 1:00pm to 4:00pmEvent contact information
https://www.iress.com/support/training/nz-training/
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