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In episode 10 of Experiments in Advisor Marketing, I mentioned a spreadsheet I built to turn eMoney completed tasks into a visual timeline.
I share this timeline with clients during annual reviews to show them the progress we have made with their financial plan.
Not an eMoney user? You can use the workaround we created in the Chart Data tab to enter your own and create a timeline.
Here is a screen share showing exactly how we use the spreadsheet:
