In our last lesson we opened the black box and sorted out what went into Monte Carlo analysis and how to talk about it. We’re going to shift gears a little bit and talk about our alerts.
We’ve touched on alerts in a couple of our lessons, especially in Lesson 2, but they are important enough to get their own lesson in the academy. The alerts are what help you to be proactive and stay on top of the different ways of helping your clients. We’re going to break this lesson into two sections:
- Tracking Plans - We’re starting with the big one in this lesson. Learn how to be automatically notified if your client starts to drift outside of their plan thresholds that you set for them.
- Assigning Alerts - Systematize the “across the hall” type workflow by passing alerts and free up your time.
Alerts are one of the key areas of inStream, so let us know (support@instreamwealth.com) if you have any questions on what we cover.
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