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Investment Planning

[headline style="1" font_color="%23000000" align="center" headline_tag="h1"]Investment Planning[/headline]

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Money Guide Pro Overview

[headline style="3" align="center" headline_tag="h3"]Money Guide Pro Overview[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/moneyguidepro.jpg" placeholder_width="600" placeholder_height="315" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI5NDA5NDUiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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Shows how assumptions impact probability of a successful plan

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">Shows how assumptions impact probability of a successful plan</p>[/text_block]

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Money Guide Pro Introduction

[headline style="3" align="center" headline_tag="h3"]Money Guide Pro Introduction[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/moneyguidepro.jpg" placeholder_width="600" placeholder_height="315" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="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" width="1" height="1" />[/video_lightbox]

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How to fill in client information, goals and adjusting the planning snapshot

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to fill in client information, goals and adjusting the planning snapshot</p>[/text_block]

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Money Guide Pro Training

[headline style="3" align="center" headline_tag="h3"]Money Guide Pro Training[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/moneyguidepro.jpg" placeholder_width="600" placeholder_height="315" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PHNjcmlwdCBzcmM9Imh0dHBzOi8vZmFzdC53aXN0aWEuY29tL2VtYmVkL21lZGlhcy93bnF2NHU5OG0zLmpzb25wIiBhc3luYz0iIj48L3NjcmlwdD48c2NyaXB0IHNyYz0iaHR0cHM6Ly9mYXN0Lndpc3RpYS5jb20vYXNzZXRzL2V4dGVybmFsL0UtdjEuanMiIGFzeW5jPjwvc2NyaXB0PjxkaXYgY2xhc3M9Indpc3RpYV9yZXNwb25zaXZlX3BhZGRpbmciIHN0eWxlPSJwYWRkaW5nOjU2LjI1JSAwIDAgMDtwb3NpdGlvbjpyZWxhdGl2ZTsiPjxkaXYgY2xhc3M9Indpc3RpYV9yZXNwb25zaXZlX3dyYXBwZXIiIHN0eWxlPSJoZWlnaHQ6MTAwJTtsZWZ0OjA7cG9zaXRpb246YWJzb2x1dGU7dG9wOjA7d2lkdGg6MTAwJTsiPjxkaXYgY2xhc3M9Indpc3RpYV9lbWJlZCB3aXN0aWFfYXN5bmNfd25xdjR1OThtMyB2aWRlb0ZvYW09dHJ1ZSIgc3R5bGU9ImhlaWdodDoxMDAlO3Bvc2l0aW9uOnJlbGF0aXZlO3dpZHRoOjEwMCUiPjxkaXYgY2xhc3M9Indpc3RpYV9zd2F0Y2giIHN0eWxlPSJoZWlnaHQ6MTAwJTtsZWZ0OjA7b3BhY2l0eTowO292ZXJmbG93OmhpZGRlbjtwb3NpdGlvbjphYnNvbHV0ZTt0b3A6MDt0cmFuc2l0aW9uOm9wYWNpdHkgMjAwbXM7d2lkdGg6MTAwJTsiPjxpbWcgc3JjPSJodHRwczovL2Zhc3Qud2lzdGlhLmNvbS9lbWJlZC9tZWRpYXMvd25xdjR1OThtMy9zd2F0Y2giIHN0eWxlPSJmaWx0ZXI6Ymx1cig1cHgpO2hlaWdodDoxMDAlO29iamVjdC1maXQ6Y29udGFpbjt3aWR0aDoxMDAlOyIgYWx0PSIiIG9ubG9hZD0idGhpcy5wYXJlbnROb2RlLnN0eWxlLm9wYWNpdHk9MTsiLz48L2Rpdj48L2Rpdj48L2Rpdj48L2Rpdj4=" width="1" height="1" />[/video_lightbox]

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How to enter accounts, budgets, personal information and goals. Brief overview of what a completed plan entails.

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to enter accounts, budgets, personal information and goals. Brief overview of what a completed plan entails.</p>[/text_block]

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MSO Reconciliation

[headline style="3" align="center" headline_tag="h3"]MSO Reconciliation[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/download.png" placeholder_width="476" placeholder_height="106" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI5NDI5NzUiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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How to match and update Morningstar accounts with the proper custodian. Shows which files to download and correctly import them into Morningstar.

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to match and update Morningstar accounts with the proper custodian. Shows which files to download and correctly import them into Morningstar.</p>[/text_block]

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HiddenLevers Introduction

[headline style="3" align="center" headline_tag="h3"]HiddenLevers Introduction[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/LOGO_NO_BACKGROUND.png" placeholder_width="566" placeholder_height="190" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="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" width="1" height="1" />[/video_lightbox]

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How to set risk tolerance, recommendations and read a client’s page

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to set risk tolerance, recommendations and read a client's page</p>[/text_block]

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HiddenLevers New Client

[headline style="3" align="center" headline_tag="h3"]HiddenLevers New Client[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/LOGO_NO_BACKGROUND.png" placeholder_width="566" placeholder_height="190" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="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" width="1" height="1" />[/video_lightbox]

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How to create a new client, set risk tolerance, add holdings and set recommendations

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to create a new client, set risk tolerance, add holdings and set recommendations</p>[/text_block]

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Transactions in Morningstar

[headline style="3" align="center" headline_tag="h3"]Transactions in Morningstar[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/download.png" placeholder_width="476" placeholder_height="106" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="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" width="1" height="1" />[/video_lightbox]

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How to adjust TIAA CREF transactions

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to adjust TIAA CREF transactions</p>[/text_block]

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MSO New Acct Setup

[headline style="3" align="center" headline_tag="h3"]MSO New Acct Setup[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/download.png" placeholder_width="476" placeholder_height="106" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI5NDI3MDYiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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How to update Morningstar account profile and settings. Explains how to accurately add and classify accounts

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to update Morningstar account profile and settings. Explains how to accurately add and classify accounts</p>[/text_block]

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Updating fi360 Models

[headline style="3" align="center" headline_tag="h3"]Updating fi360 Models[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2018/11/rebel_Large_decal-w-Tagline-2018-300×193.png" placeholder_width="300" placeholder_height="193" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PHNjcmlwdCBzcmM9Imh0dHBzOi8vZmFzdC53aXN0aWEuY29tL2VtYmVkL21lZGlhcy94eHZuYzdzOXlsLmpzb25wIiBhc3luYz0iIj48L3NjcmlwdD48c2NyaXB0IHNyYz0iaHR0cHM6Ly9mYXN0Lndpc3RpYS5jb20vYXNzZXRzL2V4dGVybmFsL0UtdjEuanMiIGFzeW5jPjwvc2NyaXB0PjxzcGFuIGNsYXNzPSJ3aXN0aWFfZW1iZWQgd2lzdGlhX2FzeW5jX3h4dm5jN3M5eWwgcG9wb3Zlcj10cnVlIHBvcG92ZXJBbmltYXRlVGh1bWJuYWlsPXRydWUiIHN0eWxlPSJkaXNwbGF5OmlubGluZS1ibG9jaztoZWlnaHQ6ODRweDtwb3NpdGlvbjpyZWxhdGl2ZTt3aWR0aDoxNTBweCI+Jm5ic3A7PC9zcGFuPg==" width="1" height="1" />[/video_lightbox]

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How to update clients holdings and models

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">How to update clients holdings and models</p>[/text_block]

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Riskalyze

[headline style="3" align="center" headline_tag="h3"]Riskalyze[/headline]

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[video_lightbox type="embed" style="1" width="511" height="288" placeholder="https://team.rebelfinancial.com/wp-content/uploads/2019/11/Riskalyze-1.jpg" placeholder_width="600" placeholder_height="316" align="center"]<img src="https://team.rebelfinancial.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8zNzI4OTYyNzYiIHdpZHRoPSI2NDAiIGhlaWdodD0iMzYwIiBmcmFtZWJvcmRlcj0iMCIgYWxsb3c9ImF1dG9wbGF5OyBmdWxsc2NyZWVuIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+" width="1" height="1" />[/video_lightbox]

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Explains what Riskalyze is and how to send one to a questionnaire to the client.

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">Explains what Riskalyze is and how to send one to a questionnaire to the client.</p>[/text_block]

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Post Meeting Checklist

[headline style="3" align="center" headline_tag="h3"]Post Meeting Checklist[/headline]

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Important things to point out for your client meetings.

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[text_block style="style_1.png" align="left"]<p style="text-align: center;">Important things to point out for your client meetings.</p>[/text_block]

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