About the Content
This course covers one of the most powerful features for advisors: App Stacks. You will learn how to move beyond ad-hoc services by bundling your trusted applications and advisory fees into standardized, sellable packages. This allows you to streamline your sales process, clarify your offerings, and scale your practice effectively.
Categories
Build Your Advisory Practice
Progress
Not started
Outline
-
Curating your App Portfolio
- Learning Outcomes
- Video: Approved Apps (3 mins)
-
Managing Your Recommended Apps
- Video: Recommended Apps (2 mins)
-
App Stacks
- Video: AppStack Board (2 mins)
- Create an App Stack (3 mins)
- Video: Managing and Deploying Your App Stacks (3 mins)
-
Summary
- Summary
About the Content
This course covers one of the most powerful features for advisors: App Stacks. You will learn how to move beyond ad-hoc services by bundling your trusted applications and advisory fees into standardized, sellable packages. This allows you to streamline your sales process, clarify your offerings, and scale your practice effectively.
Outline
-
Curating your App Portfolio
- Learning Outcomes
- Video: Approved Apps (3 mins)
-
Managing Your Recommended Apps
- Video: Recommended Apps (2 mins)
-
App Stacks
- Video: AppStack Board (2 mins)
- Create an App Stack (3 mins)
- Video: Managing and Deploying Your App Stacks (3 mins)
-
Summary
- Summary
Categories
Build Your Advisory Practice