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Can I invite someone else (a partner, spouse, family member, friend) to my strategy session?

Make the most of a Strategy Session when you invite your spouse, partner, parent, or financial professional

Last Updated: October 17, 2024

Fruition makes collaborative discussions convenient. You can include an additional participant in your Strategy Session a few ways.

To include an additional person in your Strategy Session, you have two options:

  1. Join from multiple devices: You and your guest can each log into your respective Fruition accounts, navigate to the Strategist section, and click Join Session at the scheduled time.
  2. Mentor provides direct meeting link: Your Strategist can also provide additional guests with the direct meeting link. This can be done through the chat feature during the call.
  3. You can provide a direct meeting link: You can also provide your additional guest with the meeting link.

If you have any issues with any of these options, feel free to submit a ticket through the Fruition Help Desk.