Money Concepts conducts this five day Congress each year in early summer at great locations throughout the world. In 2014 this meeting will be held at the Hyatt Tamaya Resort & Spa in Santa Ana, New Mexico. The focus is motivational, with many Money Concepts associates sharing their own success stories as well as an exceptional lineup of leading speakers and top investment strategists. If all this could be put in one word it would be "Sharing".
Spring: Admin Professional Workshop* (Virtual)
Airing on April 30, 2024
(via ZOOM)
If you are a new admin or have been with Money Concepts over a year and wish to learn best practices, along with how to get more out of the Money Concepts TechEdge Tools, then this session is for you!
Did you miss it the first time around? No worries!
Watch the recorded session by visiting our Past Events
AGENDA:
Tuesday, April 18th (EDT)
o 1:00 – 1:10 Welcome
o 1:10 – 2:00 Dashboard
o 2:00 – 3:00 EPIC CRM
o 3:00 – 4:00 Account Opening
Wednesday, April 19th (EDT)
o 1:00 – 2:00 NetX360 Best Practices
o 2:00 – 3:00 Brokerage
o 3:00 – 4:00 Advisory
Thursday, April 20th (EDT)
o 1:00 – 2:00 Investigo
o 2:00 – 3:00 Compliance
o 3:00 – 4:00 Marketing/Communication