d. Contact clients by email (and send a initial report)

Member Advanced

Advanced 1 - Getting to know the platform

a. The menu system (11:46)
b. Your firm settings (4:19)
c. Your profile (4:36)
d. The calculation methods (5:28)
e. Portfolio view (9:36)
f. Sending out emails and reports from Portfolio View (2:13)
g. How to update your email settings and send our reports to clients (7:08)
h. An overview of the various client screens/sections (7:10)
Checklist

Advanced 2 - Setting up users, adding clients and task management

a.i. How to add a client company - Xero (2:29)
a.ii. How to add a client company - QBO (3:15)
b. How to add a client company - Manual entry (7:11)
c. Adding and updating Full Time Equivalent Employee numbers (4:57)
d. How to add a team member and user access rights (2:01)
e. A summary of user access/rights for team and clients
f. Assign clients to a team member (1:32)
g. Giving access to your clients (4:05)
h. Task Management (2:01)
Checklist

Advanced 3 - How to select your first clients to add to Clarity

Advanced 4 - An overview of pricing

Advanced 5 - How to introduce Clarity and contact/engage your clients

Advanced 6 - How to create a Financial Plan for every client

a. The financial plan and measuring results/actions v plans (2:12)
b. How you can price and deliver a financial plan (4:55)
c. Practicalities 1 for financial plan (4:51)
d. Practicalities 2 for financial plan (3:02)
e. How to edit and use the financial plan (5:00)
f. Measuring and monitoring actual results compared to the plan (4:58)

Advanced 7 - How to create a Funding service and help your clients get funded

How "funding by clarity." creates a funding service for your firm and how to price it
The Clarity 3 Step Funding Process (Qualification, Quantification & Presentation)
How to apply for funding (2:20)
Apply for funding through Clarity (via our api with Capitalise) - UK only (2:58)

Advanced 8 - How to create a Cash Flow Sense Check and help your clients get peace of mind

Advanced 9 - How to use the 7 Key Numbers Plan to help your client see exactly what's going on and make better decision

Advanced 10 - DealFlow: Keep track of your advisory pipeline and know what to do next

Module 10 - Next steps

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