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

jenny.brown

Advisely Board

2 years ago

It's a great idea sharyn.evans8 and agree anne.graham visual would be awesome, it's something we've been talking about. Does anyone do a visual version as I think that would provide the most impact for clients and I'd love to see what it looks like.

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