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

mat.tenison3

Advisely Board

2 years ago

Hi Sevans, a great topic this one!

We've spent a lot of time working on efficiences with our processes, but having additional tools to assist with the goals tracking would be great. When it comes to a review, we generally just use the review report and some additional analysis documenation. We talk a lot about the clients situation and how they are tracking, however no visuals to show the journey. This has worked so far, but as we know pictures say a thousand words!

There's some great responses here and mention of the goals tool in xplan. I'm not familiar with that tool, so any feedback about that would be great and does anyone have that pulling into review reports? Is it a seperate report? Also, how do you use it with a client and is it easy to use?

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