Shannon Gillece

Practice Development Specialist

  • A360 – Coordinate training, implementation, and complete rollout agency wide
  • Onboarding training for new advisor and assistants
  • Coordinate advance training with Practice Integration for existing user, ensuring you understand the needs of their individual practice and how the tool will support them
  • Coordinate enhancement training to ensure the integration for the new enhancement
  • Communicate expectations and workflows for meeting established goals, include applicable reports and training plan
  • Communicate firm metric and solution actions which include working with advisors on practice integration
  • Communicate business technology tool enhancements to ensure the integration of new features
Phone 972-348-6316