Back Room Technician Financial Planning Presentation and Analytic software

Back Room Technician (BRT) is an online software program that allows a financial planner/professional to communicate with his clients via print, email, or live presentation from over 600 educational financial reports, charts, graphs that explain financial concepts. Plus there are over 50 financial calculators and 11 needs analaysis calculations (analytics). A FINRA reviewed (compliant) product for the financial services industry, Back Room Technician, created by Richard Kettley, JD, CLU, ChFC also allows you to do personal live presentations with your clients including live animations. Co-created with Emeral Publications (known for their seminars).

Service can include, with the financial software, online updates, upgrades, personal one on one training, webinars, toll free tech support (U.S. based) and more. Call 800.777.3162 with questions or visit www.brtnow.com.

Category:

Education

Tags:

• Back Room Technician
• Financial Planning Software
• BRT
• custom needs analysis
• simplified reports
• estate planning
• business continuation
• business insurance
• life insurance
• richard kettley
• clu
• chfc
• jd
• attorney presentation
• lifetime earnings
• financial seminar content