Brief Interactive Trainings (BITs) designed to help advisors understand, adopt, and integrate our suite of GDX360® planning and investment technology.
Videos
We encourage you to “Reset Your Comfort Zone” and revisit Wealthcare’s core offerings through this series of educational, interactive webinars focused on our suite of planning technology and investment tools. Hear more details from Mark Ciucci and Matt Regan in this intro video.
Thank you to all of our advisors who participated in the “Reset Your Comfort Zone” challenge! We hope you were able to revisit Wealthcare’s core offerings and learn how our processes, tools, and technology can add immense value to your practice and clients’ financial lives. Click to hear a recap of the last 5 weeks and what’s coming next.
BIT 1 - Foundations of Goals-Based Planning
Thank you to all of our advisors who participated in the “Reset Your Comfort Zone” challenge! We hope you were able to revisit Wealthcare’s core offerings and learn how our processes, tools, and technology can add immense value to your practice and clients’ financial lives. Click to hear a recap of the last 5 weeks and what’s coming next.
BIT 2 - The Math Behind the Comfort Zone®
Thank you to all of our advisors who participated in the “Reset Your Comfort Zone” challenge! We hope you were able to revisit Wealthcare’s core offerings and learn how our processes, tools, and technology can add immense value to your practice and clients’ financial lives. Click to hear a recap of the last 5 weeks and what’s coming next.
Thank you to all of our advisors who participated in the “Reset Your Comfort Zone” challenge! We hope you were able to revisit Wealthcare’s core offerings and learn how our processes, tools, and technology can add immense value to your practice and clients’ financial lives. Click to hear a recap of the last 5 weeks and what’s coming next.