Resource Center

Action Steps

Advizr's action steps are a powerful tool to help your client understand what to do next

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  • Action steps is a bullet point list of what you'd like your client to do for each goal.
  • Action steps can be automatically generated and/or inputted by you
  • Use the trash an icon to delete any action steps you don't want to present to the client
  • Click + Action Step to add an action step. You can type anything you want.
  • There is an "other" section. Many people use this for items such as book another appointment with me in 3 months.