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Training for Principal Securities Technology Solutions

Advisor Call/Training Schedule - 2nd 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, July 09, 2019 10:00 AM CT MGP Training Showing the value of new MGP income stream features. Includes navigation within the features and best practices that can be used to show income needs, gaps and positioning annuities as part of a financial plan. Add to Calendar
Thursday, July 11, 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
Tuesday, July 16, 2019 11:00 AM 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
Tuesday, July 23, 2019 3:00 PM CT Business Practices (Best Interest) tips Business practices team will help point out how they're team is setup and tips on submitting business to keep new business moving efficiently. Add to Calendar
Thursday, July 25, 2019 9:00 AM CT E-sign for Distributions and Customer Distributions Online Learn how to use the new tool in ICP to e-sign documents used for distributions and money movement.   We will also discuss the new client online distribution ability. Add to Calendar
Thursday, August 1, 2019 10:00 AM CT Morningstar Advisor Workstation Learn about investment research capabilities, hypotheticals, and how the software can integrate with Albridge or Wealthscape Add to Calendar
Tuesday, August 6, 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, Wealthscape, and Albridge can all connect as examples. Add to Calendar
Thursday, August 15, 2019 9:00 AM CT LaserApp Anywhere Learn about the web-based version of LaserApp that provides the capability of forms sharing and e-signature Add to Calendar
Tuesday, August 20, 2019 10:00 AM CT Business Practices (Best Interest) tips Business practices team will help point out how they're team is setup and tips on submitting business to keep new business moving efficiently.
 
Add to Calendar
Thursday, August 29, 2019 3:00 PM CT Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Add to Calendar
Thursday, September 5, 2019 09:00 AM CT E-signature for account opening Cover how the e-signature process works including adding additional forms and using remote or in person signing. Add to Calendar
Tuesday, September 17, 2019 09:00 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
Thursday, September 26, 2019 10:00 AM CT Business Practices (Best Interest) tips Business practices team will help point out how they're team is setup and tips on submitting business to keep new business moving efficiently. Add to Calendar

 

Recorded Training        
Original Date Length (min) Subject Description Recording Link
January 31, 2019 33 Business status/BPM How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts Link to Recording

August 23, 2018

33 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
April 23, 2019 27 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

May 7, 2019 32 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
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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