Welcome back to the inStream Academy!
We are glad you came back for more. In the first lesson, we covered the mechanics of getting going on inStream. In this lesson we’re going to cover the basics of working with clients and building plans.
This lesson is split into two sections:
- Working with Client Data - How do you fill out the client profile? What’s important? We’re going to show you how to organize and get the most out of the client profile.
- Working with Client Plans - The Big Kahuna. How to approach planning in inStream.
This lesson is probably the most important one that we have, so be sure to go through it carefully and let us know if you have any questions.
The next lesson we’ll be covering what exactly is going on behind the scenes and how to talk about the results.
If you have any questions on what we cover, or anything else, feel free to contact us at support@instreamwealth.com
Happy Planning!
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