Course curriculum

  • 01

    Chapter 1: Introduction/Welcome:

    • Welcome to Creative Memories!

    • Your Support Team
  • 02

    Chapter 2: Tour the Advisor HQ

    • Navigating Advisor HQ

    • Home Office Communications

    • Understanding Direct Deposit

    • Understanding Vaulted Cards

    • Advisor HQ Takeaways
  • 03

    Chapter 3: Hosting Your First Event

    • Grow a Business

    • Event Takeaways
  • 04

    Chapter 4: How To Do Customer Care

    • Customer Care

    • Customer Care Takeaways
  • 05

    Chapter 5: Using Facebook to Grow

    • Basics of Facebook

    • Facebook Takeaways
  • 06

    Chapter 6: Growing a Team

    • Growing a Team

    • Growing a Team Takeaways
  • 07

    Survey

    • Now that you’ve taken this course, we just have a few questions!