How to use Key Advice Areas [How-Tos]

Our Key Advice Areas module empowers Advice Professionals to showcase the value of their advice by aligning clients' values and goals with the strategies and tasks designed to help them achieve their best life.

See an introductory video below or continue reading for a step by step guide. 

Key Advice Areas [Guide]

Here's a step-by-step guide:

• Default Key Advice Areas:
  • The client dashboard comes with pre-configured Default Key Advice Areas.
  • Practice managers can update and template these areas as needed ( see below for in depth instructions).Image Modified

• Activation:
  • Activate a key area by dragging the Key Advice Area strategy card from the "Not Active" column to the relevant active column (needs review, working on it, on track).Image Modified

• Adding Strategies:
  • Once an area is active, add the strategies you're working on for a client underneath.
  • Pre-loaded strategies are available, and you can configure your own in practice settings.Image Modified

• Setting Strategy Details:
  • Specify strategy start and end dates, along with a target amount.Image Modified

• Linking Goals/Values and Tasks:
  • Link or add goals to help clients achieve their objectives.
  • Goals from a Values session connect directly to the values they support.
  • Tasks required for goal completion and strategy progress can also be created or linked.
  

Key Advice Areas Configurations

The default strategies and key advice areas are configurable per practice. 

To configure, click on settings (cog icon in the left-hand navigation)> Select Key advice areas. Here, the Practice manager can:

• Add a Key advice area
• Edit key advice names and description
• Incorporate Key Advice area icons to display in the Key Advice Area page
• Edit and delete assigned strategies 
• Add a strategy

Once these settings are set, they will then flow through to the Key Advice Areas module. 

For detailed configuration instructions, refer to our video guide:
Key Advice Areas; Practice Configurations