For growing practices · Managing partners and advisory leads
Make proactive client attention more consistent across the practice
Some client managers already spot and act on important changes. CORE Insights can give the wider team a shared starting point for choosing which clients to review and what to investigate.
The question for your practice
“How do we stop valuable client conversations depending on which manager happens to notice an issue?”
Make the review a named process. Agree which clients and criteria matter, nominate a portfolio reviewer, ask the relevant client manager to verify each promising finding, and give someone ownership of the next action. That turns an occasional observation into a repeatable practice routine.
A way to approach it
The challenge
As a portfolio grows, a partner cannot remember the position of every client. Managers work with different data, habits and levels of advisory confidence. The firm needs a repeatable way to surface potential needs and assign a sensible next step.
A shared review rhythm
Agree which clients are suitable to connect, who reviews the portfolio, how often that review takes place and what makes a finding worth investigating. CORE Insights can highlight possible risks and opportunities, while the firm decides the thresholds and priorities that fit its capacity.
From finding to ownership
The client manager checks the detail, adds what they know about the business and decides whether to approach the client. Record who owns the conversation and what action follows. This gives the practice a basis for reviewing both client outcomes and the way the process is used.
Practical questions, answered
How do we prioritise when capacity is limited?
Agree a small set of review criteria and the number of cases the team can investigate in each cycle. Focus on relevance, materiality, data quality and the client relationship; defer the rest rather than treating every card as urgent.
Who owns the review and follow-up?
Name one person to review the portfolio and route findings. The client manager checks the underlying detail; a named owner then records whether to contact the client, seek specialist input or close the item.
How does a less experienced manager prepare?
Use the client detail and suggested discussion points as prompts, then check the accounts and ask a senior colleague where needed. Prepare a specific question for the client rather than sending an unreviewed AI-generated message.
See the portfolio-to-conversation process
The recorded CORE Insights demonstration shows the product workflow from portfolio review through client investigation, meeting preparation and actions. Use it to check the illustrative example above, then test the process with your own clients.
Watch the demonstration →Explore other practice situations
These questions may also be relevant elsewhere in your firm.
Try this with your practice
Use the trial to test a small review cycle with a partner and one or two client managers. Connect up to five clients and examine whether the outputs support real conversations.
The trial is 28 days, permits up to five clients and provides CORE Insights access only. No payment card is required.
