Title: Prepping and editing your preso  
Owner: Aaron Cooper
Creator: Aaron Cooper Nov 28, 2023
Last Changed by: Aaron Cooper Dec 11, 2023
Tiny Link: (useful for email) https://livepreso.atlassian.net/wiki/x/JoDVZw
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LivePreso Advice Customer Support (41)
    Page: About you slide
    Page: Asset allocation comparison slide
    Page: Asset allocation slide
    Page: Authority to Proceed slide
    Page: Compliance and tracking
    Page: Creating and using presets
    Page: Creating training/instructional content for your group or practice
    Page: Creating your first preso
    Page: Creating your own slides with templates
    Page: Current financial status slide
    Page: Current insurance slide
    Page: Current valuation slide
    Page: Editing text, images and videos
    Page: Editing your adviser, practice and licensee details
    Page: Estate planning slide
    Page: Estimated capital gains and losses slide
    Page: Goals slide
    Page: Insurance recommendations slide
    Page: Insurance: Commissions slide
    Page: Insurance: Consequences of my advice slide
    Page: Insurance: Like-for-like product replacement slide
    Page: Investment fees slide
    Page: Investment recommendations slide
    Page: Portfolio progress slide
    Page: Portfolio projections slide
    Page: Portfolio review slide
    Page: Presenting presos to your clients
    Page: Strategy recommendations slide
    Page: Thank you slide
    Page: Understanding the appointment screen
    Page: Understanding what Xplan data is required for each slide
    Page: Using PresoManager to add/edit content
    Page: Video: Creating and using presets
    Page: Video: Creating your first preso
    Page: Video: Creating your own slides with templates
    Page: Video: Introducing LivePreso Advice
    Page: Video: Prepping and editing your preso
    Page: Video: Presenting presos to your clients
    Page: Video: Understanding the appointment screen
    Page: Welcome slide
    Page: Your insurance needs slide
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