On-demand Webcasts
We want to ensure you get the most from your BRT investment. To help you take advantage of BRT to the fullest, we offer free live webinars and short video webcast training created to help all subscribers succeed in their businesses. Below are samples from our collection of BRT Webcasts. Select the topic you wish to learn more about.
When you can show a report specific to a client’s situation, you look professional. Without BRT, I would look less professional.
— Ray Donnelly
Top 10 Ways to Save Time and Increase Sales
BRT is the only financial planning application that helps you succeed in every stage
of the sales cycle. Whether you need to address new opportunities, build trust,
motivate prospects to action or service clients, BRT’s all-in-one program
delivers more value for your investment. Learn the top 10 tips and techniques to
quickly find success with BRT.
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Creating Compelling Presentations in Minutes
Learn to quickly browse, select reports and assemble personal client proposals in
minutes. You can customize according to client needs by selecting as few or as many
concepts as you desire. You are also free to assemble them in any order and personalize
your client presentation with a title page, table of contents and custom disclosures.
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Increase Sales Faster with Needs Analysis
Discover how to accelerate closing times with BRT’s single-needs planning.
Drill down in just minutes on retirement, survivor needs, college funding and other
basic and advanced financial planning needs.
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