Office Hour: Master Interactive Checklists
Your Interactive Checklists just got more flexible! Join us for a 30-minute live demonstration of the latest Premier features designed to help you personalize client conversations, create consistency across your firm, and save time.
In this session, you'll learn how to:
- Create and customize Interactive Checklists using new question types to better reflect your clients and planning process.
- Save and share templates across your firm so everyone in your Premier group can benefit from a consistent approach.
- Create links that update automatically.
We'll walk through each feature step by step and leave time for your questions.
Choose the session that works best for you! All webinars at 12pm ET: