How to achieve lift-off with FP Solutions.
Contemporary advisor-level software is amazing in terms of the number of functions and tools programmers have managed to include. But with functionality comes complexity. No wonder advisors sometimes shy away from making the investment in time necessary to get up to speed on the latest technology.
We've all heard the list of excuses: It'll take too long to learn. This stuff is too complicated. You can't teach an old dog new tricks. The old programs work fine. And so adoption fails to happen. Another day goes by. The techno-phobic advisor falls further behind the rest of the industry.
But here's the thing: Today, it isn't all that hard to get up to speed on the latest versions of advisor-level software. As impressively complete and complex as today's modern planning software is, the education opportunities that accompany these programs have so evolved. With any new software, there is always a learning curve, but becoming competent on the software is not difficult.
Software providers know that education is a key part of the modern product offering. In the case of FP Solutions provider Wolters Kluwer, there are many different ways to learn how to get the most out of the software. One of the easiest ways is through the various webinars the company offers.
These online tutorials, completed at your leisure, present advisors with all they need to know to unlock the efficiency gains to be had. Combining the webinars with other online resources, like DVD tutorials, advisors will rapidly be up to speed.
Wolters Kluwer also runs an ongoing series of live seminars that allow advisors to spend the day learning about the software in an interactive environment. Seminars are one of the best ways to unlock the potential in these programs. If this is the kind of training you respond too, FP Solutions is the way to go. According to the company, the best way to get educated is to utilize a combination of self-study tutorials/videos and in-person private or customized training.
There are often functions, tips and tricks that an advisor would otherwise be unaware of without dedicated, professional education. Taking the time to learn these tricks is the best way for advisors to learn best practices and key functionalities that they may not discover without help. Even just a little bit of training allows advisors to make more productive use of the software sooner. The investment in the software pays off at a faster rate.
Advisors should also consider investing in staff education. Karim Rashwan, a product manager with Wolters Kluwer, describes the way the software is often used in a practice. "Some advisors have assistants or associates put the data in. And then the advisors come in to review and work with the scenarios, something like a dentist comes in to do a final check-up and recommend treatment after a dental assistant has done the prep work." Staff training ensures the practice operates smoothly, seamlessly, and at a more professional level, which is most impressive to the client.
Coming tomorrow: The importance of tax and modelling accuracy.
We've all heard the list of excuses: It'll take too long to learn. This stuff is too complicated. You can't teach an old dog new tricks. The old programs work fine. And so adoption fails to happen. Another day goes by. The techno-phobic advisor falls further behind the rest of the industry.
But here's the thing: Today, it isn't all that hard to get up to speed on the latest versions of advisor-level software. As impressively complete and complex as today's modern planning software is, the education opportunities that accompany these programs have so evolved. With any new software, there is always a learning curve, but becoming competent on the software is not difficult.
Software providers know that education is a key part of the modern product offering. In the case of FP Solutions provider Wolters Kluwer, there are many different ways to learn how to get the most out of the software. One of the easiest ways is through the various webinars the company offers.
These online tutorials, completed at your leisure, present advisors with all they need to know to unlock the efficiency gains to be had. Combining the webinars with other online resources, like DVD tutorials, advisors will rapidly be up to speed.
Wolters Kluwer also runs an ongoing series of live seminars that allow advisors to spend the day learning about the software in an interactive environment. Seminars are one of the best ways to unlock the potential in these programs. If this is the kind of training you respond too, FP Solutions is the way to go. According to the company, the best way to get educated is to utilize a combination of self-study tutorials/videos and in-person private or customized training.
There are often functions, tips and tricks that an advisor would otherwise be unaware of without dedicated, professional education. Taking the time to learn these tricks is the best way for advisors to learn best practices and key functionalities that they may not discover without help. Even just a little bit of training allows advisors to make more productive use of the software sooner. The investment in the software pays off at a faster rate.
Advisors should also consider investing in staff education. Karim Rashwan, a product manager with Wolters Kluwer, describes the way the software is often used in a practice. "Some advisors have assistants or associates put the data in. And then the advisors come in to review and work with the scenarios, something like a dentist comes in to do a final check-up and recommend treatment after a dental assistant has done the prep work." Staff training ensures the practice operates smoothly, seamlessly, and at a more professional level, which is most impressive to the client.
Coming tomorrow: The importance of tax and modelling accuracy.
