Resources / Academy
Learn the meeting workflow.
Practice the work your advisory team does after each meeting, from importing the transcript to handing a reviewed record to a colleague.
Lesson 1 · Getting started
Your first local meeting
Practice importing a client transcript, checking the notes and saving the record in the advisor workspace.
Lesson 2 · Transcript review
How to review a transcript
A practical editing pass for an advisor and a client service associate.
Lesson 3 · Client communication
Draft a follow-up that the client recognizes
Turn the meeting’s action list into a short message your client can act on. Review the wording in Share before you choose where to send it.
Lesson 4 · Local storage
How local records work
Understand where a meeting lives and how to move a copy.
