Presentation Module
Use these resources to help you get started with the Presentation Module in NaviPlan
Videos 3
Tour of the Presentation Module
Topics Covered:
- How to benefit from the structure of the Presentation Module to stimulate discussion with your clients.
- Educating through collaborative data entry with your clients.
- Toggling between the presentation and the planning views in NaviPlan.
Creating a New Client in the Presentation Module
Topics Covered:
- An overview of how to create a new or load an existing client case in the Presentation Module.
Cash Flow Planning Presentation
Topics Covered:
- How the interactive Cash Flow Planning presentation can encourage active client engagement.
- Strategies to start the conversation of assessing clients' cash flow and net worth situations.
- Using the presentation as a launching point for further goal analysis.
Take Action Webinars 1
Providing a Collaborative Experience
Topics Covered:
- Strategies to help you engage clients.
- Making meetings more profitable.
- Presenting your analysis in an interactive format.
Quick Reference Guides 1
Presentation Module
Topics Covered:
- Accessing and navigating NaviPlan's Presentation Module.
- Descriptions of all available presentations.
- Using Presentation Module on mobile devices.