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Practice Optimization 實踐優化
Practice Optimization 實踐優化
Help our advisors optimize their practices through technology adoption + resources. 採用技術和資源幫助顧問優化實踐。
Categories (4)
In-Language Resources 语言资源
In-language resources spanning all areas of practice optimization. 涵盖实践优化所有领域的语言资源.
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Teaming + Succession
All you need to know about forming or joining a team, the level of support you'll receive, and who's who among existing teams
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LeadsApp
Resources to help you maximize your LeadsApp experience
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A360
All things A360. Trainings and resources.
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Articles (4)
Pinned Article
Digital Cheat Sheet
FirmOS Initial Login Instruction
Intro to Compass
Variable Annuities Business Submission (Variable Annuity Order Entry)
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Standard Computers
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