What do I say to my clients after they receive their Quarterly Progress Report?

Abby Morton
Abby Morton

Best Practice:

A best practice is to reach out to clients after the quarterly progress reporting cycle to let them know you've reviewed their report. Even if you don't have anything actionable, its still nice to notify them that you reviewed their report so they know you find value in them completing this process. 



Here is an example of a video you could send a client on the back of this reporting cycle. 



For additional information, here is a 25 min webinar walking advisors through the process. Tips and best practices are shared so you can better use this feature with your clients. 


Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request



Please sign in to leave a comment.