EISI Academy
Bringing financial planning expertise and technology together
EISI and Greene Consulting, the leading provider of online learning, have created a comprehensive training program for NaviPlan and Profiles users that ties financial planning expertise and technology together.
The EISI Academy
The EISI Academy takes a modular approach to providing NaviPlan and Profiles users with functional training on the software.
In addition, the program teaches presentation strategies and best practices that enable participants to:
- Develop more profitable client relationships
- Engage clients in advice-based relationships
- Address more of clients’ needs with broader plans
- Increase referrals
- Decrease attrition
- Improve time management
- Motivate clients to take action
Modules, which range from 60-90 minutes in length, are available in two instructor-led formats: Classroom Training and Live Web-Based Training.
Learn more about the EISI Academy. Contact a Zywave (formerly EISI) Representative to discuss how you can take your business to the next level with the most comprehensive financial planning technology training program available.
- Email: training@eisi.com
- Phone: (888) 692-3474, option 5