Act Software for Financial Advisors
MaxPro Systems
Productivity Tools & Training

Productivity Webinars

 

Organizing Your Database I – Orientation, Primary Commands, & Video Training Classes
Overview; Tool Bars; Panels, Tabs; Preferences; E-Mail Setup; Maintenance and Backup Procedures

Organizing Your Database II – Keeping Track of Important People
ID Status; Performing Lookups; Contact List Features; Notes & History

Organizing Your Database III – Advanced Features & Applications
Emails; Letters; Envelopes; Labels; Groups; Complex Lookups & Sorting

Organizing Your Workspace – Creating a “Paperless Desk”
Escape the tyranny of a Cluttered Desk, yet still find important documents instantly

Managing Your Time I - $25,000 Productivity Strategy
Getting More Done; Daily Action Plans; Priorities; Delegation; Management Tools

Managing Your Time II – The Keys to Sustained Productivity
Overloads; Interruptions; Promises; Daily Time Plans; Goals & Projects; Weekly Planning

 

Pricing & Scheduling - To Register or Schedule Call (877) 359-5322

1-Hour Classes by Web Conference

Per Person
Productivity Webinars by MaxPro
$30