Course curriculum

  • 1

    Welcome

    • Critical Exit Statistics

    • Why Capitaliz

    • Revenue Potential Calculator

    • 90 second testimonial from one of our US power users

  • 2

    Capitaliz Features

    • Capitaliz - Rapid Overview

    • Capitaliz - Deep Dive

    • What to Expect From the Academy
  • 3

    Revenue Generation Tips

    • Top 10 Tips for New Advisors

    • Getting Approval from your Compliance Department
  • 4

    Bonus Resources & Next Steps

    • Bonus Resources & Next Steps

    • Real presentation of a Business Insights Report