150 clients. 150 personalized presentations. 4 times a year. You do the math—or let it consume your weekends.
The quarterly review cycle that nobody talks about
You download portfolio data, open PowerPoint, and start on your first client. Mrs. Henderson's retirement review. 45 minutes later, you've done one slide.
You've been working late every night. Your spouse is asking questions. You still have 130 presentations to build before client meetings start.
You're cutting corners now. Same template, minimal customization. You know clients deserve better, but there's no time. Sleep is optional.
You caught it. But what about the ones you didn't catch? The wrong benchmark. The outdated allocation. The typo in the performance summary. It's happening.
Same personalization. Better quality. Fraction of the time.
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