Quick Start Guide for 2018 NAFE Attendees

(Las Vegas, May 21, 2018)

3 Minute Recap

3 Minute Recap

 

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What We Cover

Your CRM

3 simple changes you'll need to make

Advisor Buckets

How to track advisor's interests

Content

Where to find the content you'll need

Not finding what you need in our premade sections? Use Custom Content to create your own layout.

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