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Training for Principal Securities Technology Solutions

Advisor Call/Training Schedule - 1st Quarter 2019

 
Call in # for all: 888-804-6749
 
Conference code: 5152359856
Password: training19
 
Questions? Contact the Principal Securities Sales Support team at: bdssalessupport@principal.com

 

Date Time Subject Description Participant Link
Tuesday, January 8, 2019 10:00 AM CT Fee-based Proposals How to run proposals for Advisory Select or Principal Managed accounts including tips/tricks in starting the account opening. Add to Calendar
Thursday, January 17, 2019 11:00 AM CT Advisory Select models and trading How to build and use models as well as how to use those models for trading. Add to Calendar
Tuesday, January 22, 2019 3:00 PM CT New Account opening Walk through Unified Account Opening (UAO) and paperwork generation. This will not cover e-signature due to time.  See other trainings for e-signature. Add to Calendar
Thursday, January 31, 2019 9:00 AM CT Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts. Add to Calendar
Wednesday, February 6, 2019 10:00 AM CT E-signature for account opening How the e-signature process works including adding additional forms and using remote or in person signing. Add to Calendar
Thursday, February 14, 2019 3:00 PM CT Taking advantage of integrations you have Many tools work together passing data/information. Make sure you're taking advantage of them to make your world more efficient. Things like CRM, LaserApp, NetX360, and Albridge can all connect as examples. Add to Calendar
Tuesday, February 19, 2019 10:00 AM CT Wealthscape/Envestnet Intro Understand navigation and customization of views of Wealthscape and Envestnet. Add to Calendar
Thursday, February 28, 2019 3:00 PM CT Business status/BMP How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts. Add to Calendar
Tuesday, March 5, 2019 11:00 AM CT Taking advantage of integrations you have Many tools work together passing data/information. Make sure you're taking advantage of them to make your world more efficient. Things like CRM, LaserApp, NetX360, and Albridge can all connect as examples. Add to Calendar
Thursday, March 14, 2019 10:00 AM CT New Business Submission This will cover best practices as well as understanding the process of submitting new business with PSI. Best interest, status tracking, paperwork, and recommended processes will be touched on. Add to Calendar
Wednesday, March 20, 2019

10:00 AM CT

Wealthscape Reports/Alerts Showing how to use reports as well as commonly used reports and tips/tricks including setting up alerts for reports.
 
Add to Calendar
Thursday, March 28, 2019

10:00 AM CT

Albridge Wealth Reporting - New Reports Learn about the new report formats that will be rolled out in Q1 2019. Add to Calendar

 

Recorded Trainings        
Original Date Length (min) Subject Description Recording Link
Thursday, January 31st, 2018 33 Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Link to recording
Thursday, March 15, 2018 42 Reports/Alerts Showing how to use reports as well as commonly used reports and tips/tricks including setting up alerts for reports. Link to recording
Wednesday, March 21, 2018 30 Fee-based Proposals How to run proposals for Advisory Select or Principal Managed accounts including tips/tricks in starting the account opening. Link to recording
Thursday, March 22, 2018 51 New Account opening Walk through Unified Account Opening (UAO) and paperwork generation.  This will not cover e-signature due to time.  See other trainings for e-signature. Link to recording
Thursday, March 29, 2018 40 E-signature for account opening Cover how the e-signature process works including adding additional forms and using remote or in person signing. Link to recording
Thursday, October 11, 2018 17 E-delivery setup Learn how to send a "click to agree" email to your clients to enable e-delivery for one or more paper documents.   Link to recording

556103-082018

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