L’Événement MAP - 28 novembre 2023 à L'Étoile au DIX30 - Brossard !
Welcome to your portal
The training is a how-to guide to discover how to use the ABC guide with your clients. In the form of a video capsule, each page of the guide is presented as a presentation to the client during a meeting. Thus, you can target capsules according to the topics you want to discuss with your clients.
The digital version of the ABC of Personal Finance guide was designed to facilitate your remote client meetings. The navigation tab will help you find your way around your clients more easily. All you have to do is choose your screen sharing software and use the on-screen annotation tool to capture and keep your clients’ attention on the screen.