Lendsightai - best uses and real life case studies
Fellow CLAers and BSUers - I’m preparing some training around Lendsightai, and I’d love to hear how you are utilizing the platform on a regular basis. How have you worked the calculators into your day-to-day with clients? Partners?
Best use cases would be awesome, and any awesome results would be cool. I know there is likely a lot, but not sure we have them captured in one place to help others.
I.e. I’ve shared the Debt Snowball calculator with a Financial Advisor at Edward Jones, who is using them for every client coming his way that has too much consumer debt in the way of being able to invest with him. He loves it.
Thanks in advance!