Download an Example of a Quick Start Guide

If you’ve gone through the time and expense of implementing new software or systems at your RIA, then it’s important that your employees embrace that new technology and start using it right away.

We recommend that you:

  • Limit your initial training to an hour.
  • Train employees by department.
  • Provide a Quick Start Guide – a one-page checklist that highlights the basic information people need to have in order to get started.

Use the form on the right to download our example Quick Start Guide today.