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Principal Securities Technology Solutions
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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
Thursday, April 18, 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, April 23, 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, April 30, 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
Tuesday, May 7, 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
Wednesday, May 15, 2019 10:00 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
Thursday, May 23, 2019 3:00 PM 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
Tuesday, May 28, 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
Tuesday, June 4, 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
Wednesday, June 12, 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, Wealthscape, and Albridge can all connect as examples. Add to Calendar
Thursday, June 20, 2019 10:00 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
Wednesday, June 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
February 14th, 2019 33 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. Link to Recording
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

February 19th, 2019

42 Wealthscape/Envestnet Intro Showing how to use Wealthscape and Envestnet to manage your day to day brokerage and fee based business. 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

September 18th, 2018 31 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
October 9th, 2018 26 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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