6. Practice Manager: Review Process

Introduction

Tutorial Objectives

Automated Review Process : Forward The Task to your Assistant (IF APPLICABLE)

Annual Review Task

Send Client an email to complete

The Financial Adviser's email

What to do if the Client selects “NO, I DON’T WANT A REVIEW.”

What to do if the Client Selects “YES, I WANT A REVIEW”

Change Status and File the Task

Be able to Understand the Manual Review Process

Manual Process: Downloading your Documentation

Attach Documentation

Update Client's information

Change Task Status & File the task

Quiz : Understanding the Review Process

Review Process Manual