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Visiting Enthusiast

3 months ago

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...

Advisely Index Top 10

3 months ago

That's a great question martin.joughin and I'm looking forward to reading the responses. We work mainly with retirees and one thing I do is to compare the projections made say 10 years ago (say at retirement) with their current situation. It's quite big picture but the conversation and insights it generates are quite rich. Delving into more detail re progress, on an automatic basis, would be beneficial and I'm sure enhance the client relationship.