Strategy recommendations slide
- Aaron Cooper
Last updated 15 November, 2024
Available to all users with access to the Ready Review deck
This slide displays all of your SOA strategy text in a compact, client-friendly layout, allowing you to easily focus on specific strategies as required.
Note: This is phase 2 of the slide that allows you to select from any strategies loaded in by your dealer group or practice via PresoManager. Phase 3 will look the same but will automatically pull the data from your Xplan site. There's a bit to this one as the text is stored somewhere different on each site, but we're determined to hook it up—site by site—to save you even more time!
Subslides
None by default, but a subslide will be created on the fly if you add notes to the slide.
Interactivity
The dropdown at the top filters the view to show the strategies for whichever entity is chosen, or All.
Clicking the strategy type, strategy heading or entity name in the table expands to list their respective details. Clicking them again collapses them.
You can create actions and notes before, after and even during your meetings:
Data
None (yet).
Personalisation options
Your practice admin can set your brand colour in HQ. In the screenshot example above, the light blue used in the header is the brand colour.
Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot examples above, the pink and dark blue are 2 of the 3 the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.
Your practice admin can set your practice’s default text for the slide’s heading, introductory text, default strategy text and disclaimer text in PresoManager.
Prep mode editability
When you open this slide in prep mode you will have the following editing options for your preso:
You can edit the title of the slide (“Strategy recommendations” by default).
You can edit the slide’s introductory text.
You can add, edit and remove strategy types, strategies and individual rows of text:
Click the plus icons to add new strategy types, strategies or line items.
Click the delete icons to remove strategy types, strategies or line items.
You can edit the slide’s disclaimer text.
You can preview your changes by clicking the Preview changes toggle at the bottom of the screen.
Notes on PDF version
The PDF version of this slide will include as many pages as required to display all of the expanded views.