Training & Help for Financial Services
Sign up for our webinar Training Course, free for clients:
FindWealth Online℠ – 1 Hour
Offered: second Wednesday of each month @ 2:00 pm EST
Orient clients with a general overview of the FindWealth Online, definitions of ratings and scores, and what data you can expect to find in each search option. Our expert resarchers will show you how to use the Investment Rating, Ouality of Match score, Net Worth formula, and P2G℠ score to help qualify your prospects.
Also, a pre-recorded training course is available for download in FindWealth Online. LOGIN NOW
To register, please email training@wealthengine.com and include the following information:
- your name
- company name
- preferred training date
- phone contact information
Following your registration, we will send you a notice with the webinar and teleconference information. Registration is closed two business days prior to each course.
LOGIN and visit our Help section in FindWealth Online to:
- Download handy cheat sheets that explain our scores and ratings
- Check out research tips from our in-house experts
- Learn on your own schedule with our pre-recorded training sessions
- Get the latest product information and info on new data sources
