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Upcoming Webinars

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Creating and Sending Forms and Using e-Signatures PreciseFP is the Number One Integrated Online Client Data-Gatherer.

Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform.
18 Dec, 20174:00pm EST1 hour
Register
Application Overview PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.

PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!).
19 Dec, 20174:00pm EST1 hour
Register
Application Overview PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.

PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!)
21 Dec, 20174:00pm EST1 hour
Register
Application Overview PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.

PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!).
26 Dec, 20174:00pm EST1 hour
Register
Application Overview PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.

PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!)
28 Dec, 20174:00pm EST1 hour
Register
Application Overview PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.

PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!).
2 Jan, 20184:00pm EST1 hour
Register
Application Overview PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.

PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!)
4 Jan, 20184:00pm EST1 hour
Register
PreciseFP + Redtail: Automation Just Got Better! Integrated with Redtail CRM, PreciseFP engages clients and prospects through customized and personalized online forms that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with forms that focus on their unique needs. Data from Redtail pre-fills the forms, so clients have less work. Also, data flows to Redtail, eliminating the need for data entry by staff.

Come and see for yourself how advisors are providing paperless, customized data-gathering experiences for their clients and prospects. We'll show you how incredibly easy it is to create forms for a specific client. You'll also see how data flows seamlessly to Redtail, avoiding time-consuming data-entry and costly keystroke (i.e. "Bad Data") mistakes
4 Jan, 20184:00pm EST1 hour
Register
Creating and Sending Forms and Using e-Signatures PreciseFP is the Number One Integrated Online Client Data-Gatherer.

Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform.
8 Jan, 20184:00pm EST1 hour
Register
Application Overview PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.

PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!).
9 Jan, 20184:00pm EST1 hour
Register
Application Overview PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.

PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!)
11 Jan, 20184:00pm EST1 hour
Register