2/1 Buydowns & Beyond: Agent Strategies for a Rising Interest Rate Market
2/1 Buydowns & Beyond: Agent Strategies for a Rising Interest Rate Market
Thu, Aug 11, 2022 1:00 PM MDT (-06:00)
Free
Beyond 201:Strategies with SAM
Date and time
Location
Online event
Learn how to apply suggested strategies served up by SAM, your digital personal assistant.
About this event
SAM is more complex under the hood than our simple interface would lead you to believe. During this session we'll help you understand how SAM ranks and prioritizes strategies based on your clients preferences. You’ll also discover how SAM analyzes financial plan data and leverages best practices around financial strategies and client sentiment.
Beyond Basics Series
Take your practice even further; explore Conquest Planning’s innovative features in this advanced webinar training series.