Action Planning for client success

When I designed the first Spotlight Reports, I usually included an Action Plan to close the circle between great data analysis and goal-setting.

I’m delighted that our new Action Plan release featuring visual goal tiles, progress-trackers and due dates is now live – bringing this great combination back together again! True advisors don’t just talk about the numbers, they set goals with clients and work alongside them to see the actions achieved so that goals are realised. Setting goals is a powerful connector between an accountant and a client, preferably covering Financial, Business and Personal goals for a complete and holistic overview.

With Spotlight Reporting featuring financial and non-financial analysis, visuals, an Executive Summary of highlights and recommendations, external content insertions as needed, and now also Action Plans, Spotlight truly constitutes a complete ‘Board Pack’ for advisors to share.

Check out our Action Plan next time you use Spotlight Reporting, and start setting goals with your clients!