Reporting Weekly Stats
Adviser
*
Patrick Nong
Andrew Nicolaou
Thaveesh Palapathwala
Amount Lodged Last Week
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Expected Lodgements This Week
*
Fact Finds Signed Last Week
*
Number of Fact Find
Reviews Held
*
Number of Reviews
Reviews Expected
*
AAA Signed
*
Number of AAA's Signed
AAA Upsell
*
AAA Upsell YTD
*
Projected Plans To Paraplanning
*
Referrals Received
*
Referral Given
*
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Should be Empty: