Below is a list of upcoming webinars.
Select a webinar from the list below to register.
The Getting Started webinar will walk you through The Razor and show you the
basics on how to use the program from a beginner’s standpoint. We’ll start with
instructions on program installation and how to keep it updated. Following this,
we’ll take you through the toolbar and show you how to create a plan, enter
client data, and open/save a client file. This webinar is perfect for anyone who
is just getting to know the software.
Once you’ve become accustomed to The Razor, it’s time to take a closer look at
the report that is presented to the client. In this session, we’ll take you
through the Razor Report from start to finish. After this session, you’ll have a
better understanding of The Razor and the ways in which you can implement the
software to further advance the efficiency of your practice.
Now that you’ve used The Razor a few times and you’re starting to really grasp
the nuances of the program, it’s time to take a more in depth look at the
software. In this webinar, we’re going to take a more intensive look at The
Razor Report as well as the implementation of corporate data. This session will
also outline the ways in which you can modify the client data to look at
different solutions and outcomes. This webinar is perfect for anyone who wants
to take their abilities with The Razor to the next level.
In this session, we’re going to take you through the process of gathering client
data. This webinar is going to showcase both available questionnaires and their
uses. We’ll also go over the different options for printing data directly from
The Razor. This session is perfect for anyone trying to find more ways to
implement The Razor into their process to further enhance the functionality.
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Financial Plan Advantage and should not be
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