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Training | Gladstone Training 1 Recap

StratiFi Training for Gladstone Advisors

Watch the videos below for an overview of Training #1. If you have questions or concerns, you can send inquiries to support@stratifi.com or if you’re inside the software platform, click and open the chat icon.

How to Log Into StratiFi From Black Diamond

Start Here: A Quick Overview How to Create a Sample Proposal

How to Update Your Profile and Options for Lead Generation

Understand the Benefits of StratiFi

How PRISM Scores are Calculated

How to Create a Proposal

Working with Model Portfolios

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