Office Hours: Finding The Right Guide
Join us for an insightful 30-minute session on how to effectively search for the right guide to support your planning topics. This webinar walks through how to navigate your Member Section to locate the most relevant planning guides, plus tips from Guide Creator Chris Granger, CFP®, ChFC®, CLU® on how to interpret and apply guide content once you've found a match.
During this session, you’ll learn:
- How to browse and filter guides in your Member Section
- Tips for identifying the best guide for a specific client situation
- How to interpret guide scope, flow, and use based on planning context
🔐 This is available to Deluxe and Premier members.