Training for Principal Securities® Technology Solutions and more
Advisor Call/Training Schedule - 4th Quarter 2023
**Please use the below Subject Link to register for the meeting**
Questions? Contact the Principal Securities Sales Support team at: bdssalessupport@principal.com
Looking for Reg BI training resources? Visit the Reg BI page.
|
Date |
Time |
Subject/Link to Add to Calendar |
Description |
| Tues, Sept 26, 2023 | 11:00 AM CT | Wealthscape Analytics | Learn about the new Analytics tool within Wealthscape to help better analyze your business and find new opportunities. |
| Tues, Oct 10, 2023 | 10:00 AM CT | Laser App Anywhere | Learn how to effectively navigate LaserApp Anywhere, search for specific forms, create custom packets, and send documents for e-signature. |
| Tues, Oct 17, 2023 | 10:00 AM CT | BPM/BPM Statusing | Learn how to upload documents directly into BPM for processing, as well as how to check the status of submitted items. |
| Thurs, Oct 19, 2023 | 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. |
| Thurs, Oct 26, 2023 | 10:00 AM CT | Albridge Basics | Learn about the Albridge platform and features such as basic navigation, reports and more. |
| Tues, Nov 7, 2023 | 10:00 AM CT | Reports and Alerts | Learn about scheduling reports, setting up alerts, and which reports are most beneficial to use in your practice. |
| Tues, Nov 14, 2023 | 10:00 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 Salesforce, LaserApp, Wealthscape, and Albridge can all connect as examples. |
| Tues, Nov 21, 2023 | 10:00 AM CT | End of Year Checklist | Stay on top of EOY topics such as tracking RMDs, Inactive Accounts and more. |
| Thurs, Dec 7, 2023 | 10:00 AM CT | Wealthscape Basics | Learn how to navigate Wealthscape and utilize it to the fullest capacity. |
|
Recorded Training |
||||
| Original Date | Length (min) | Subject | Description | Recording Link |
| April 11, 2023 | 12 | Wealthscape Analytics | Learn about the Analytics platform on Wealthscape and how you can segment your book to find opportunities, review anomalies and much more. | Link to Recording |
|
April 4, 2023 |
20 | Business status/BPM | How to upload account paperwork for new accounts or service paperwork, track the status, and setup alerts | Link to Recording |
| April 4, 2023 | 24 | 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. | |
| April 4, 2023 | 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 |
| April 4, 2023 | 16 | 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 |
| April 4, 2023 | 21 | LaserApp Anywhere | Learn about the web-based version of LaserApp that provides the capability of forms sharing and e-signature | Link to recording |
| April 4, 2023 | 21 | Wealthscape Basics | Learn the basic navigation and functionality of the Wealthscape platform | |
| April 4, 2023 | 10 | Technology Integrations | Many tools work together passing data/information. Make sure you're taking advantage of them to make your world more efficient. Things like Salesforce, LaserApp, Wealthscape, and Albridge can all connect as examples. | Link to recording |
| April 4, 2023 | 21 | Morningstar Advisor Workstation | Learn about the Morningstar AWS platform and how the tool can be used to further your research capabilities. Learn how to run portfolio snapshots, comparisons and much more. | Link to recording |
2301505-072022