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Presenting Voyant to Clients

In this webinar, we cover the basics of presenting a financial plan in Voyant US. Learn how to prepare for client meetings, review plan data, build goals and events, use the Let's See screen, and create what-if scenarios that clearly demonstrate the value of advice. This step-by-step training will show financial advisers how to: ✅ Adjust user preferences to create distraction-free presentations ✅ Review income, savings, and investment data with clients ✅ Use the Timeline to illustrate life events, goals, and milestones ✅ Present cash flow, taxes, and legacy planning with clarity ✅ Run Insights for stress testing, Roth conversions, and savings strategies ✅ Compare plans side-by-side to show the impact of advice ✅ Generate customized client reports with notes and recommendations Whether you’re preparing for your first client presentation in Voyant or looking for best practices to make your meetings more effective, this session will help you present financial advice with confidence. #Voyant #FinancialPlanningSoftware #VoyantTutorial #FinancialAdvisers #ClientPresentations