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Business Advisory Leads explained

We’ve extended the advisory leads function to include business clients. In your Partner Portal Clients screen, you can now set clients as individual or business clients and schedule a financial health check. As per the original process, your business clients will be...

How to perform a financial review with your client

You may at some stage want your client to review your products and services whilst you’re together. 1. From the Clients screen, locate your client from the client list and select View account. 2. Once in their account, select the my financial review tile – the...