Welcome to the world of data gathering software! We want to ensure you get up to speed quickly and make the most of our powerful tools.
Here's a playlist of essential resources to help you on your journey:
Start by watching the PreciseFP training sessions for LPL reps. This popular webinar provides a comprehensive overview of the system, showcasing its features and functionalities. Access the live schedule and find recorded versions.
To familiarize yourself with the day-to-day functions of PreciseFP, check out the following Getting Started series of videos:
This video covers the basics of using the software.
Explore the core features and functionalities of PreciseFP
Learn how to leverage PreciseFP to create engaging client experiences.
Discover best practices for conducting client reviews using PreciseFP.
Note: If you prefer written documentation, we recommend bookmarking help.precisefp.com. You'll find step-by-step instructions and screenshot demonstrations for various best practices. The search bar in the top-right corner allows you to quickly find specific topics and access immediate help.
Don't forget about the chat icon in the bottom right-hand corner. It's a convenient way to connect with a subject matter expert and get your questions answered by a real person.