Videos tagged 'AP Webinar Series'

  • 39:55 Practice Management in Motion

    Practice Management in Motion

    October 23, 2020

    Corey Brodsky hosts Practice Management in Motion.

  • 12:02 AP Connections 2020 Vendor Booth Training

    AP Connections 2020 Vendor Booth Training

    October 16, 2020

    Vendor Training webinar for AP Connections 2020.

  • 39:51 TECHNOLOGY TRAINING: Client On-Boarding & Going Green

    TECHNOLOGY TRAINING: Client On-Boarding & Going Green

    October 12, 2020

    TECHNOLOGY TRAINING: Client On-Boarding & Going Green

  • 43:13 BUSINESS CONTINUITY: Cybersecurity

    BUSINESS CONTINUITY: Cybersecurity

    October 2, 2020

    This presentation focus' on cybersecurity: protecting the systems with fundamentals; protecting data and identifying with two-factor authentication, as well as good password hygiene; video conferencing tips; and a Q&A. Presented by: Ken Aulbach, Vice President of National Sales. Speakers: J...

  • 59:00 TECHNOLOGY TRAINING: Redtail - Plus a Monthly Discount!

    TECHNOLOGY TRAINING: Redtail - Plus a Monthly Discount!

    September 18, 2020

    Join Director of Practice Management Corey Brodsky and Redtail Trainer Curtis Ware for an informative training on the Redtail contact management system. This session will provide an overview of the Redtail system, with a focus on best practices, "did you know" hints, and other tips and tricks. ...

  • 01:01:59 TECHNOLOGY TRAINNING: Unified Solutions (UMA)

    TECHNOLOGY TRAINNING: Unified Solutions (UMA)

    September 18, 2020

    Join AP home office staff as they discuss and provide training on AP technologies to support your practice. This week's call will focus on Unified Solutions, the firm's UMA platform. Presented by Dave Molter, Vice President of New Business Development and Advisor Relations. Corey Brodsky, Direc...

  • 58:46 TECHNOLOGY TRAINNING: NetX360

    TECHNOLOGY TRAINNING: NetX360

    September 18, 2020

    This informative training webinar will focus on Pershing's NetX360 platform and will provide an overview of the NetX360 desktop platform. The overview will focus on best practices, "did you know, and tips and tricks. Learn how to utilize search features, your homepage, the Favorites menu, house...

  • 01:00:16 TECHNOLOGY TRAINING: Albridge Wealth Reporting

    TECHNOLOGY TRAINING: Albridge Wealth Reporting

    September 18, 2020

    This technology-centered webinar will focus on the Albridge Wealth Reporting platform, covering the best ways to utilize Albridge and tips for success. Presented by: Dave Molter, Vice President of New Business Development and Advisor Relations; Corey Brodsky, Director of Practice Management. Sp...

  • 53:27 TECHNOLOGY TRAININGS: Addressing Financial Planning Gaps and Boosting Client Engagement

    TECHNOLOGY TRAININGS: Addressing Financial Planning Gaps and Boosting Client Engagement

    September 18, 2020

    Director of Practice Management Corey Brodsky brings to you a webinar with Asset-Map to hear how its leading financial engagement platform supports any gaps in your financial planning processes by digitizing the client experience for growth and engagement. During this webinar, you'll also see ho...

  • 01:02:39 TECHNOLOGY TRAINING:  eDelivery & Client Access

    TECHNOLOGY TRAINING: eDelivery & Client Access

    September 18, 2020

    Join AP home office staff as they discuss and provide training on AP technologies to support your practice. This call focus' on eDelivery and HomePort - Client Access. Recorded April 22, 2020.

  • 58:14 TECHNOLOGY TRAININGS: Home Office Best Practices and Updates

    TECHNOLOGY TRAININGS: Home Office Best Practices and Updates

    September 18, 2020

    American Portfolios (AP) will be presenting best practices and updates on a number of areas. The firm's migration to its new e-mail platform, Microsoft Office 365, will be discussed, as well as the Branch Office Information Security Auditing Process (BOISA) and E-Signature updates on compliance ...

  • 01:00:07 TECHNOLOGY TRAINING: My Rep Chat & eSignature

    TECHNOLOGY TRAINING: My Rep Chat & eSignature

    September 18, 2020

    Join AP home office staff as they discuss and provide training on AP technologies to support your practice. This webinar covers the MyRepChat feature, as well as eSignature. Recorded April 29, 2020.