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...

client engagement

investments

Darren.Smith

Advisely Board

2 years ago

sharyn.evans8 .

Providing clients with prompts and anchors around life stage successes and events is so important. Helping people engage with their money and relating wins and losses or movements to behaviors and choices is also critical. Providing them in a variety of formats that they can relate to is equally important. Love the fact that you are looking at ways to improve the story sharing. I think the extra distinction is categorising those areas where they have complete control and those where they have less control. Market movements would be one where there is less direct control for example.

I think for clients who sometimes question what has happened to their portfolio balance over a period of time it would help if it is auto grabbing these events.

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