As the learning and development manager at Advicent, Kyria helps to strengthen every partner’s knowledge of Advicent products and implements strategies for adoption and product utilization.
Learning new financial software can have some hurdles when getting started but can be quick and painless with the right resources. Here are four tips to start utilizing your new planning tool and quickly realize ROI.
Take a moment and think back to some of the best experiences of your life. Perhaps you are thinking about your wedding day or the birth of a child. Maybe you are thinking about your graduation or that really amazing vacation you took. Regardless of what comes to mind, I am confident that you are not thinking about that one time you bought new financial planning software. However, in the next few months, it is my goal to change that!