Training & Support

The dynamic and gamified training platform from FinLife CX ensures you, your advisors and staff will have the support and training to be successful. You’ll enhance recruiting efforts, increase employee retention and optimize team performance.

We’ll support and train your firm to deliver an entirely dynamic client experience and advisor process.

  • On demand, 24/7 dynamic video-based and gamified training
  • Training from seasoned executive coaches
  • Live boot camp to address individual needs
  • Guidance Team to support financial plan development

On Demand Training: Self-directed training for advisors and staff
Bootcamp: Classroom coaching for advisors and client-facing staff
Virtual Client Meetings: Live, virtual coaching with advisors, clients and coach
Virtual Coaching: Group calls with advisors, staff and coach

 

Marketing For Growth

Available as a white-label solution, you can apply your firm’s branding to the propriety tools and marketing collateral you’ll use to advise clients.

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FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.