Mid-year reviews are wrapping up, summer schedules are filling, and clients are already starting to ask what’s next.

Without a clear plan, these conversations can quickly become reactive or delayed.

In this 30-minute workshop, we’ll show how to turn mid-year insights into proactive outreach and forward-looking guidance, so you can stay one step ahead and lead more confident client conversations heading into the second half of the year.

You'll learn how to:

• Use Dashboards to keep portfolios, key holdings, and market data in one place, so you’re always ready for client conversations

• Model education funding decisions with Scenarios to support planning and contribution discussions

• Set up Alerts to flag meaningful changes and prompt timely, proactive client outreach

• Leverage AI Features (like Fast Track) to quickly generate insights, visuals, and talking points ahead of client check-ins

  
  Featured Tools: Dashboards, Scenarios, Alerts, AI Features