Forum Discussion

sharyn.evans8's avatar
sharyn.evans8
Social Sightseer
8 months ago

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's avatar
jenny.brown
Icon for Advisely Team rankAdvisely Team
8 months 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.