Wendy Lee Connors
My feedback
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27 votes
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An error occurred while saving the comment Wendy Lee Connors
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A mapping function as part of the search would be so incredibly helpful. We could see where our "A" clients are mostly located, or where our elderly clients are &c.. This would help us in planning where to hold client events for particular subsets of clients. Also, we're looking to add a new advisor, so we'd like to be able to show where the majority of her clients would be located. We are often asked for referrals to CPAs, attorneys, even contractors, so it would be nice to easily see where our referral partners are in relation to clients. And of course, it would help efficiency in planning face to face meetings (if that ever happens again).