Become a pro in everything Spotlight, from how to set up a report, to how to host your own advisory session. Register to receive advisory-related news, insights, and inspiration.
Watch this video and learn everything you need to know about Spotlight before you take it for a test-drive.
Our Spotlight experts will take you through these training sessions to help you learn and understand more about our tools.
Spotlight Certification is an in-depth functionality course, designed to take you to the next level. It covers Spotlight Reporting, Forecasting, and Dashboard.
Don't forget to update the qualifications section on your LinkedIn page when you're done!
Learn how to check data for accuracy and completeness in your Spotlight Reports. This video covers what to look out for when importing data, how to search for data anomalies, and ways you can ensure data has been imported correctly.
The greatest advisors have held hundreds, or even thousands of business advisory sessions with their clients. Getting to where they are starts with a single practice session!
Learn the basics of hosting business advisory meetings in three simple steps:
1. Identify a current client to prepare a 4 page Spotlight report for, and include:
a) Profit and Loss,
b) Balance Sheet
c) Cash
d) Commentary Page
2. Complete our advisory meeting template
3. Role play with a team member, and brainstorm other opportunities/scenarios after the session for discussion with the client manager.
