What's New with 4U?!

Stay at the forefront of innovation with our monthly "What's New with 4U" recurring series. These sessions provide an in-depth exploration of the latest features, updates, and enhancements within the 4U platform, ensuring users are well-informed and empowered to leverage the full potential of our evolving tools. This webinar is held the second Thursday of every month.

Register here.

4U Training for Investment Company Sales Teams

Advisors are using 4U to find your content, sales contacts, and calendar events. Do you know how to use 4U?
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- A demo of 4U Engage, including your view and the advisor view, to - 1) be in the know when an advisor asks you about 4U, and 2) bring a value-add idea to advisors.
- Best practices for quickly knowing what content is approved at each of your partner firms, and what the approval codes are.
- The value of 4U Engage usage analytics to drive engagement.
- Open Q&A.

4U Training for Investment Company Sales Teams: Meeting Recording

4U Engage Preparation and Q&A

Learn how to prepare your Company Settings and Content for the 4U Engage launch to position your Company in the best possible way for advisor engagement. These sessions will include a brief 4U Engage demo, a walk-through of preparing your Company Settings and Content for 4U Engage, and Q&A regarding these items.

4U Engage Preparation Training: Meeting Recording