Tracking Client Progress

How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...

advice servicing

client engagement

investments

primrose.foster

Advisely Team

10 months ago

Thanks so much martin.joughin for sharing this question. I look forward to hearing any insights the community may be able to share on this topic, and I will have an ask internally too!

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Don't just find clients – find the right clients

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Tracking Client Progress

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity

The Meeting System Myth: Why Structure Beats Style Every Time

Form type Checklist in Notes for ongoing use?

The Offshoring Blind Spot: How Poor Systems Cripple Profitability

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Don't just find clients – find the right clients