| Title: | Next steps slide | |
|---|---|---|
| Owner: | Aaron Cooper | |
| Creator: | Aaron Cooper | Dec 05, 2023 |
| Last Changed by: | Aaron Cooper | Mar 14, 2025 |
| Tiny Link: (useful for email) | https://livepreso.atlassian.net/wiki/x/AYAfa | |
| Export As: | Word · PDF | |
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LivePreso Advice Customer Support (5)
Adding actions Editing your adviser, practice and licensee details Investment recommendations slide Video: Advice Docs content walk-through Welcome slide |
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LivePreso Advice Customer Support (4)
Next steps slide
Personalising the content for your practice Investment recommendations slide Prepping and editing your preso |