Progress Reporting Using Elements

Having an ongoing planning process is key to managing changes in your client’s lives and understanding how their behaviors are changing.

Quarterly Progress Reporting Guide

On the first day of each quarter you and your clients will get access to a report tracking your clients’ process. This guide gives you an overview of the process for both the advisor and the client.

Quarterly Progress Reporting Webinar

You can also watch this 25 min webinar walking advisors through the process. We walk through tips and best practices to use the feature with your clients.

Sample Advisor Reporting

This 1 min video gives and example of an actual progress report and how an advisor may respond to it to a client.