Client Goals
Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.
16
votes
Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Evan Ocepek
commented
Adding client concerns would also be helpful here. Achieving client goals and addressing their concerns is the primary job I see we have as Advisors.