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foreign [Music] there are important dates and birthdays and financial planning that every advisor should track on a regular basis being able to report on birthday Milestones allows an advisor to provide the highest level of service for their clients and assures that the client is being contacted at the right time to start educating them about their benefits and eligibilities as an advisor you need to know when to start the marketing process this fast class will demonstrate how to build a dynamic report that will find all clients and Prospects turning 65 three months from the current month three months gives the advisor ample time for marketing and planning also in this class Ill show you how to easily adapt this Dynamic report for any birthday milestone just to note if you dont want to build this report and would rather download it you can do that from the dynamic report downloads page in the smart Office training and help system to begin building a dynamic report to find all client