Webinars
What other advisors are doing in Quin
See how other advisors are utilizing Quin, including the guidelines, workflows, and templates they use most often.
Wednesday, August 5, 2026
10:00 AM PST / 1:00 PM EST
What to expect
A lot of advisors ask what other Quin users are actually doing with it. This session is Gabe walking through the guidelines, workflows, and templates that come up again and again, and setting a few of them up live so you can copy them into your own account. 30 minutes with Q&A at the end.
What we cover
- Intro (2 min)
- Guidelines advisors commonly set (7 min)
- Workflows advisors run most often (10 min)
- Templates and documents (6 min)
- Live Q&A (5 min)
