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Training for Principal Securities Technology Solutions

Advisor Call/Training Schedule - May/June 2018

 
Call in # for all: 888-804-6749
 
Conference code: 5152359856
Password: training18
 
Questions? Contact the Principal Securities Sales Support team at: bdssalessupport@principal.com

 

Date Time Subject Description Participant Link
Tuesday, May 8, 2018 8:00 AM CT LaserApp Anywhere LaserApp's web based version of their form filling software that includes many products.  We'll show how it can integrate with a CRM as well. Add to Calendar 
Thursday, May 10, 2018 11:00 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 
Monday, May 14, 2018 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 
Wednesday, May 16, 2018 3:00 PM 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, May 22, 2018 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 
Thursday, May 24, 2018 11:00 AM CT Albridge - New Reports Learn about the new report formats that will be rolled out at the end of May. Add to Calendar 
Tuesday, May 29, 2018 2:00 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
Thursday, May 31, 2018 8:00 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 
Tuesday, June 5, 2018 3:00 PM CT Albridge Wealth Reporting - New Reports Learn about the new report formats that rolled out at the end of May. Add to Calendar 
Thursday, June 7, 2018 10:00 AM CT 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 
Monday, June 11, 2018 11:00 AM CT Cashiering - Money Movement How to do one time or systematic money movement out of accounts.  Also using the remote deposit option for depositing checks. Add to Calendar 
Wednesday, June 13, 2018 10:00 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
Monday, June 18, 2018 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 20, 2018 10:00 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
Monday, June 25, 2018 11:00 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, June 27, 2018 3:00 PM CT Brokerage platform paperwork best practices Learn best practices for obtaining paperwork, sending in forms, and tracking. Add to Calendar 
Thursday, June 28, 2018 9:00 AM CT Advisory reports Demonstrate standard reports as well as how to create custom reports or views to see models, fees, et. Add to Calendar 

 

Recorded Trainings        
Original Date Length (min) Subject Description Recording Link
Tuesday, March 13, 2018 42 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

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