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Advisor/Firm Tools

Gainfully Training

Gainfully is a platform that allows you to send your Coverpath link to multiple people at the same time. The Coverpath marketing team has created a series of html email templates and approved content to make it easier for you to reach out to your contacts.

Watch this 12 minute video to get a jump start on using Gainfully or join live training for Gainfully by signing upĀ here

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