Monthly Advisor Update Sample Template

Description
This is a really good tool to help you review the month with your client/your advisor, helping you to evaluate what you have achieved within the company, and to identify which areas could use more attention.

The document contains 5 discussion points. These include:

1. Accomplishments
2. Product Updates
3. Key Metrics Updates
4. What has been learned
5. Areas that require more help

*Originally posted on BestEngagingCommunities.com*