Integrating Wealth Assessment into Venrollment (Video)
In this video, we walk you through how to seamlessly integrate the Wealth Assessment Questionnaire for any plan within Venrollment. We demonstrate the steps to create a button for the assessment and how to set up a secure access link for your clients. This integration will help streamline and scale your 1:1s effectively and bridge-to wealth conversations. Please make sure to follow the steps closely to ensure everything is set up correctly.
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