07-13-2021 - Road Map To Advisory Services With Path
07-13-2021 - Road Map To Advisory Services With Path
07-13-2021 - Road Map To Advisory Services With Path
Improving Client
Communication:
What is Data Curiosity Need for Clarity
Right?
There has never been a
better time to establish
better ways to connect
with clients.
Accounting Love Virtual Literacy
What is Missing?
The Purpose of Communication.
Data Overload
(Too much info)
Collaboration
Disconnection
(Our Goal)
(Too little relationship)
When people collaborate, they often share and develop each other’s ideas.
Path Demo
Poll #2
Timeline / Bridge
To-Do List
Conversations, discussions, and
Create, assign, and track tasks for yourself and
announcements.
your client.
Bookmarks Milestones
Create a personalized dashboard, financial Keep track of accomplishments, settings goals,
reports, KPI’s, meetings, other items. and historical events.
5. Have you set your financial goals for the year? If so, can we review them.
Let’s get
started today.
THANK YOU
Visit us at pathbysimplex.com
Poll #4