sharyn.evans8
12 months agoVirtual Explorer
Overlaying key life events against portfolio balance reports
We have been discussing as a team if it would be more meaningful for clients for us to overlay key life events (the purchase of a house, paying for a child's wedding, receiving an inheritance etc) ov...
rainier.reyes
Advisely Team
12 months agoGreat question sharyn.evans8 and an interesting approach to portfolio balance reports. Would love to hear what approaches the community has taken with this!
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