course
Packaging Your Services with App Stacks
Packaging Your Services with App Stacks
Packaging Your Services with App Stacks

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
  1. Curating your App Portfolio
    1. Learning Outcomes
    2. Video: Approved Apps (3 mins)
  2. Managing Your Recommended Apps
    1. Video: Recommended Apps (2 mins)
  3. App Stacks
    1. Video: AppStack Board (2 mins)
    2. Create an App Stack (3 mins)
    3. Video: Managing and Deploying Your App Stacks (3 mins)
  4. Summary
    1. Summary
course
Packaging Your Services with App Stacks
Packaging Your Services with App Stacks
Progress
Not started

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
  1. Curating your App Portfolio
    1. Learning Outcomes
    2. Video: Approved Apps (3 mins)
  2. Managing Your Recommended Apps
    1. Video: Recommended Apps (2 mins)
  3. App Stacks
    1. Video: AppStack Board (2 mins)
    2. Create an App Stack (3 mins)
    3. Video: Managing and Deploying Your App Stacks (3 mins)
  4. Summary
    1. Summary

Categories

Build Your Advisory Practice