Training Event Components
Components
PROMO
Retail: $4,195 - Training Event Pricing: $995
DataLink
Retail: $3,995 - Training Event Pricing: $995
PROMO
Retail: $4,195 - Event Pricing: $995
DataLink
Retail: $3,995 - Event Pricing: $995
Email Notification System (ENS)
Included with our DataLink component, is our Email Notification System (ENS), which is a highly-sophisticated application designed specifically to employ seamless communication between the college planning service center, the family, and the financial professional.
With each client interaction, an email notification is ‘auto-magically’ sent to both the family and Advisor. For the family, ENS further solidifies the ‘team’ effort; for you as an Advisor, ENS provides real-time updates of both your clients’ participation and progress.
Great attention has been put into the ENS design so as to not interfere with, but rather compliment, what you do best – provide financial solutions to families with your financial products and services.
Email Notification System (ENS)
Included with our DataLink component, is our Email Notification System (ENS), which is a highly-sophisticated application designed specifically to employ seamless communication between the college planning service center, the family, and the financial professional.
With each client interaction, an email notification is ‘auto-magically’ sent to both the family and Advisor. For the family, ENS further solidifies the ‘team’ effort; for you as an Advisor, ENS provides real-time updates of both your clients’ participation and progress.
Great attention has been put into the ENS design so as to not interfere with, but rather compliment, what you do best – provide financial solutions to families with your financial products and services.