Advisors are telling us that Nebo is changing the nature of client conversations. The focus becomes much more on the goals and the plan and much less on discussing the vagaries of the market over the last quarter. Clients become invested in the plan, and both the advisor and the client benefit from being on the same page.
These reports are representative of what advisors are showing their clients, including:
Summarizes the portfolio you own today based on your Battle Plan and current market conditions