Currence - Strategist

November 18, 2024: Case Study Focused

October 21, 2024: Joe Kennedy

September 16, 2024: JulieAnn Hepburn

August 19, 2024: Mando Sallavanti

July 15, 2024: Tim Gottus

June 17, 2024: Dillon Szmala

May 20, 2024: Vince D'Addona

April 29, 2024: Christopher Carrion

March 25, 2024: Kim Butler

Learn how Brock has leveraged Currence to have an easier conversation about cash flow structure with clients.

February 24, 2024: Brock Fortner

Chad shares a specific client situation and how he will not add a client unless they use Currence.

Dec 18, 2023: Chad McMains

Ricardo shares how he was initially introduced to Currence, discusses his Aha-moment and  some of the his success stories.

Nov 20, 2023: Ricardo Garcia

Kristin shares her experiences and best practices as she leverages Currence in her practice.

Oct 16, 2023: Kristin Niedermeyer

Danny shares how he started with Currence and his version of the enrollment exercise.

Sept 18, 2023: Danny Salazar

Learn from those who have demonstrated success with Currence.

Strategist Spotlight

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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