Tracking Client Progress and Milestones

As a fiduciary advisor, you put client needs first as you help them gain confidence in their plan. But how do they know you care about their progress?

On this episode of the Elementality podcast, Reese and Chad explain why you need to take all client financial data seriously as you track net worth growth. Too many advisors don’t have a process to monitor progress. To build closer relationships you need to be able to acknowledge the milestones clients reach as they work towards their goals.