Financial Planning Consultants


Practice Builder's training survey will help you discover the areas in which you need to focus during your training. This survey will open your eyes to all the important aspects of Practice Builder you may be missing out on.

  • Data Import, Export and organization within the Client/Prospect screens
  • Determining goals while ensuring liability protection through the Checklist, Objectives, Attitudes, and Assumptions
  • Providing information through Letters, Service Letters, Articles and Global Processing
  • Staying organized with Agendas, Notes, Practice Management and ToDo
  • Strengthening your company through Business Development, Business Planning, and Business Records
  • Managing successful Marketing Campaigns and Seminar tracking and follow-up

Print the survey by clicking on the printer icon at the top right of the form.  We are pleased to provide the document below in Macromedia FlashPaper. You may also print the Training Survey in PDF format by clicking here.

 

Contact us for more information or if you have any questions 800.666.1656 ext. 13 or email Sales

 

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