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Advisys Live!
Our Advisys Live! training program helps individuals build their businesses by maximizing the usage of Back Room Technician® (BRT). Each training session—ranging from 30 to 50 minutes—focuses on increased sales, proven sales tips, and top producer techniques. Whether you are considering subscribing to BRT or you are an experienced user, we have a course that is right for you. To register, click here and select the "Upcoming" tab.


Clients
The Essentials
The Essentials is a series of four 30 minute presentations specifically designed for new users to adapt quickly to BRT. Each session focuses on success tips and the skills needed to excel using the software. Topics include:
  • Navigating the Software: Jump start your usage with this introductory BRT presentation.
  • Creating Needs Analysis: Learn how to quickly create a needs analysis to motivate clients to a product sale.
  • Building Presentations: Create customized client presentations in minutes using BRT.
  • Using BRT in the Sales Process: Learn how to use BRT throughout the sales process by accessing resources to share with existing and potential clients.

Business Builders
Once you have a working knowledge of BRT, our monthly Business Builders presentations are a great way to help you integrate BRT successfully into your practice. These sessions illustrate how to leverage the software to increase sales. One subject per month is highlighted, such as retirement planning, survivor needs or college funding.

 
Not a Client Yet?
The Basics
This series of Advisys Live! sessions is designed for individuals who are interested in subscribing to BRT. Each in-depth presentation focuses on specific topics that illustrate how best to use BRT and help you get the most out of your investment. Topics include:
  • A Day in the Life of a Successful Advisor: Learn how to create a personalized report in minutes or respond to a client inquiry with authority.
  • Leveraging the Business Market: Create better results using BRT’s essential tools needed for tapping into the business market.



ABOUT BACK ROOM TECHNICIAN
Back Room Technician® (BRT), powered by Advisys, is a leading needs analysis, client presentation and education software. Designed to help you promote productivity, increase sales, acquire and retain clients, BRT is user friendly and results driven. Key features include:
  • Over 600 reports, graphs, charts & illustrations on today’s financial planning topics
  • 11 Needs Analysis Modules
  • 70 Interactive Calculators
  • One Seamless Interface

To learn more or to subscribe, please call 800.777.3162, option 2.


 








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