Advice Designer has 9 complimentary educational videos focused on informing clients on 11 basic advice strategy concepts.
💡Note: Some Videos are automatically included in your Presentation, based on the strategy you have selected.
Linking a video
Video Library
Video Library
Personal Insurance
Debt Management
Social Security
Aged Care
Estate Planning
Retirement Planning
Investing
Budgeting
Super
How to link a video
In Plan Authoring journey
Click on the Presentation chevron
Click on the Videos tab
Click the Add Video button
From the Name drop down menu select the video
Tick the box to which Strategy you wish to link the video
