“You should check your portfolio monthly in my view. But just that really interesting mental shift of I'm not awake during the market is a huge deal.”

“…on a monthly basis together, they might go through their spending or their investment accounts…two people…looking at the credit card statement…bank statement…investment accounts…”

“Most of the metrics is happening now on a monthly basis... insights... on a quarterly basis... I’m trying to refresh that possibly twice a year, possibly once a year”

“Are you assessing its skills and its capability on a monthly or routine basis? How are you evaluating them, just like you would your human workforce, with standard check-ins”

“We also always build in a cadence, whether that's weekly, monthly, or quarterly, with our customers to review.”