Introduction
Welcome to Your CORE Insights Portfolio Review
Thank you for joining the CORE Insights 14-Day Portfolio Review.
The purpose of this review is simple:
To help you gain greater visibility across your client portfolio, identify potential opportunities, highlight areas requiring attention, and prioritise future client conversations.
Over the next 14 days you’ll be guided through a simple process:
- Access your VFD Pro portal
- Connect your clients
- Review your portfolio insights
- Generate Business Overview Reports
- Consider where future opportunities may exist
The more clients you connect, the more valuable the review becomes.
Key Outcome
By the end of this Portfolio Review you should have a clearer understanding of:
- Which clients may require attention
- Where opportunities may exist
- How CORE Insights could support your firm on an ongoing basis