video1.0<iframe src="https://www.loom.com/embed/76bf8bc0b9874ff89f62ff36309f5494" frameborder="0" width="1012" height="759" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>7591012Loomhttps://www.loom.com7591012https://cdn.loom.com/sessions/thumbnails/76bf8bc0b9874ff89f62ff36309f5494-9bf31c4483911e72.gif153.838Hey there! I'm excited to share some new features we've rolled out on our dashboard to enhance your experience as an advisor. You'll find new buttons for quick client quotes, a needs analysis tool, and a resources tab filled with helpful videos and materials. I believe these tools will empower you to better serve your clients. Please take a look and let me know your thoughts!