Present the Financial Plan Story

Learn how to Personalize and Present Financial Plan story to Clients

The Financial Plan Story in Conquest Planning is a dynamic tool designed to present a comprehensive and visual overview of a client’s financial plan. It allows Financial Planners to convey complex financial information in an engaging, easy-to-understand format, helping clients visualize their financial journey and the steps needed to achieve their goals. The interactive presentation enhances client understanding and fosters better decision-making.

Navigating to the Financial Plan Story

Accessing the 'Present Story' page

To access the Financial Plan Story in Conquest, the user should first select the 'Review' option at the top of the page.

Once selected, the Financial Planner will hover over the arrow next to 'Client Resources' and then choose 'Present the Story' from the dropdown menu.

Personalizing the Financial Plan Story

Templates for Creating the Financial Plan Story

Once there, the Financial Planner will be directed to a page displaying all available Financial Plan Stories for the client.

If the Financial Planner wishes to create a new Financial Plan Story, they can select the '+' symbol, which will open the page shown below.

This page presents all available templates for creating a new Financial Plan Story. Selections can be made from either the shared library or the Planner's personal library. Once a template is selected, the user will be redirected to a page displaying the personalized Financial Plan Story PowerPoint.

Editing the Story

Any changes to the PowerPoint slides in the story can be made by hovering over the three dots to the right of the slide and selecting the desired option.

Please find the options available once the user hovers over the three dots:

Plus Symbol: Add another page
Duplicate Icon (with plus icon): Duplicate the selected page
Duplicate Icon (without plus icon): Copy the selected page
Crossed out Eye Icon: Hide the selected page
Trash Can Symbol: Delete the selected paged

Presenting the Financial Plan Story

Playing the Story

To play the story for presentation, the user must locate and select the Compass Arrow Icon, outlined in red in the image below.

While presenting the story, the user could continue to personalize the powerpoint by hovering at the top of the slide which will present many options such as: drawing shapes, writing, highlighting, as well as including media attachments.

Sharing the Story

The Financial Planner can indicate that the Financial Plan Story is ready to be presented or has already been shared with the client.

To do this, the planner can navigate to the 'Present Story' section, hover over the three dots next to the desired story, and select the 'Share with Client' option. Alternatively, the planner can choose the 'Unshare the Story' option to revoke access.