ClientWorks Fundamentals is a live, interactive webinar where new financial professionals and their staff will learn about LPL's tools and technology for moving and establishing their LPL Financial practice. In this session, you will learn how to customize the layout of your widgets on the Client Management Homepage and the Practice Metrics dashboard. We will cover how to create some of the most popular quick views: Ask Anything, RMD Remaining, Negative Cash, Clients in a Specific Age Range, Advisory Fees for Review, Deposits and Withdrawals, eSignature Pending, and Open Equity Orders.