Yes! We have an implementation playbook that covers the below topics:
How to Monetize Wealth.com (or not monetize)
How to Implement Wealth.com Into Your Practice Operationally
How to Introduce Wealth.com to Your Clients
How to Set Up Clients in Wealth.com
Common Objections - FAQs You Can Expect From Clients And Suggested Responses
Real-World Examples from Wealth.com Advisor Customers on ROI Impact
Action Plan and Reference Checklist
To access this implementation playbook, please contact your Onboarding Specialist or Account Manager.