Advice Docs content walk-through
Last updated 14 March, 2025
Available to all users with access to the Advice Docs deck
Note: This page lists the built-in slides provided as part of the Ready Review content deck. If your dealer group, site or practice have added their own content, you may see more slides by default than those listed here.
- Advice Docs content walk-through
- Welcome slide
- Portfolio review slide
- Goals slide
- About you slide
- Current financial status slide
- Current valuation slide
- Portfolio progress slide
- Asset allocation slide
- Current insurance slide
- Your insurance needs slide
- Quiz (How does each type of insurance protect my family and me?) slide
- Insurance recommendations slide
- Insurance: Consequences of my advice slide
- Insurance: Like-for-like product replacement slide
- Insurance: Commissions slide
- Risk profile slide
- Asset allocation comparison slide
- Estimated capital gains and losses slide
- Portfolio: Like-for-like (product replacement) slide
- Investment fees slide
- Investment recommendations slide
- Portfolio projections slide
- Estate planning slide
- Projected Outcomes slide
- Authority to Proceed slide
- Strategy recommendations slide
- Next steps slide
- Thank you slide
, multiple selections available,