Implementing Advice

Sterling identifies wealth management strategies for your clients. Turning those strategies into action requires organization. The Advice Management system helps you track implementation by connecting advice to your task list.

Every piece of advice can be linked to tasks, ensuring nothing falls through the cracks as you work through recommendations with your clients.

Adding Advice to Your Task List

Open any advice card and click the actions menu. You have two options for creating tasks: Add New Task for custom one-off tasks, or Add Existing Workflow to apply a reusable template.

Option 1: Add New Task

Select Add New Task to create custom tasks specific to this advice. You'll be taken to the task editor where you can define steps, assign responsibility, and set priorities.

• Steps: Break the implementation into actionable items
• Assignee: Assign to yourself, the client, or a team member
• Priority: Set urgency based on the client's situation

Tasks created this way are automatically linked to the originating advice, making it easy to track which recommendations are in progress.

Option 2: Add Existing Workflow

Select Add Existing Workflow to apply a pre-built template. Workflows are reusable task sequences you've created for common scenarios like Roth conversions, estate planning reviews, or insurance evaluations.

Browse your saved workflows and select one to apply. Sterling creates the task structure automatically and links it to the advice.

Tracking Progress

View all tasks from the Tasks section in the household, helping you see which strategies are being implemented and which still need attention.