Tell a Story with Decision Center

You’ve spent hours creating the perfect plan. You’ve taken everything into account from your client’s greatest fears to their wildest dreams and have everything set up in Decision Center.

It’s time to present.

You sit down with your client and start to run them through the plan, but as you toggle on Transaction 3 and Retirement & Death Assumptions, you can begin to see their eyes glaze over.

Has this ever happened to you?

Ensuring your clients understand and stay engaged with your plan is almost as important as what’s in the plan itself. That’s why storytelling is critical to financial plans and client relationships.

So don’t leave your Advanced Techniques with the default names. For your clients, seeing Transaction 1 or Retirement/Death Assumptions won’t elicit the same reaction as Move to the Beach or Retire Early.

Rename and reorder your Advanced Techniques so that they aren’t just part of, but are the story you’re telling with your presentation.

By incorporating more storytelling elements in your presentation, you can elevate your client experience and make your presentation more memorable and effective.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.