Allow for broadcast emails to be sent to clients on a scheduled basis!!
Seems like all that needs to be done is to:
-Update the Automations Template by adding "Next Activity" in a client's CRM profile as a "Trigger Event"
-Allow for a broadcast email template to be tied to the triggering event.

Advisors would be able to update the "next review" in a client's profile to whatever schedule they want, and broadcast emails saying "it's time for your appointment" can automatically be sent out!!