Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
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Description/Overview:
Enable more dynamic, client‑focused planning conversations without disrupting the flow of a meeting. This video walks through the new Plan Comparison experience in Decision Center, showing how advisors can compare multiple plans side by side, highlight tradeoffs, and test changes in real time while instantly seeing the impact on probabilities of success. Share with advisors to help them confidently demonstrate alternatives, collaborate interactively with clients, and turn planning discussions into clearer, more actionable decisions.
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