Premium subscribers can enable Age Reminders Digest, a feature which sends you weekly emails for your upcoming client age milestones!
For advisors who opt in, we'll send a weekly email listing all clients with a conversation-worthy milestone happening in that week. It's a great way to add relevant planning intelligence to the usual "Happy Birthday" emails.There's some setup to be mindful of in order to get started:
- The Email Digest must first be enabled at the firm level by someone with firm admin privileges. This can be done by going to Settings > Integrations, and then clicking the button near the bottom of the Integrations page to enable the Weekly Age Reminder Digest.
- Advisors can then individually choose to opt in or opt out by going to the My Account/Password.
- The system needs to know who works with each client, so be sure to use the Advisor and Team fields on the household screen to let the system know who works with whom. (Check out our article here on how to create those teams!)
Need a visual tool to help guide you? Check out our demo video below!
Once that is all settled and any advisors interested in receiving these emails are opted in, you're all good to go! Happy emailing from your friends at Holistiplan.
We'd love to hear what you think. Have any questions regarding setting up Age Reminders? What milestones are missing? What further enhancements would you like to see? Contact us at any time at support@holistiplan.com or by using the "Contact Support" link located at the top right corner of our pages.