Client Presentation Builder: A Smarter Way to Showcase Estate Strategies
Blog Post
March 11, 2025
Angela Kim
|
Product Strategist
The competitive edge: transforming data into impactful visuals
Client presentations are a critical touchpoint for estate planning advisors. They don’t just inform – they engage, persuade, and build trust. Yet, many advisors still rely on outdated PowerPoint templates and manually assembled Excel reports. An advisor’s ability to transform complex data into polished, compelling visuals isn’t just an advantage – it’s a key driver of success.
Luminary’s Client Presentation Builder creates game-changing visuals that sets visionary advisors apart. The newly enhanced tool turns complex estate planning data into easy to understand, visually rich presentations – instantly. By automating the process, advisors can touch more clients with deeper, more proactive insight into the wealth outcomes that drive multi-generational relationships.
Reduce weeks of work into minutes
Traditional client presentation workflows are time-consuming and fragmented – requiring advisors to gather financial data, format spreadsheets, manually design flowcharts, and ensure compliance. This manual process can take a week or more, increasing the risk of errors and detracting from valuable client-facing time.
Luminary’s new Client Presentation Builder revolutionizes this process, reducing what once took days to minutes. Leveraging real-time data from the Luminary platform, this powerful automation tool generates professional, customizable presentations with just a few clicks. Advisors can now:
- Visually map trust structures and asset distributions.
- Illustrate tax efficiency strategies with clear, engaging graphics.
- Compare planning outcomes of different strategies and scenarios.
- Customize presentations for each client’s unique estate.
- Create firm-branded, standardized presentations, setting themselves apart from competitors still using static spreadsheets and dense reports.
How Luminary’s presentation builder changes the game
1. Seamless data integration
No more manually pulling reports from multiple systems – estate structures, balance sheets, and wealth transfer visuals are automatically generated from data in Luminary, cutting presentation prep time from days to seconds.
2. Intuitive, time-saving interface
Luminary streamlines the process with a default template that includes key pages such as a cover page, table of contents, and balance sheet. Users can then easily add, arrange, and customize entity and waterfall pages, and more.
3. Dynamic, client-centric storytelling
Advisors can showcase different wealth transfer scenarios by adjusting key variables – such as growth rates and mortality assumptions – without needing to recreate waterfalls for each assumption. Additionally, they can generate waterfall comparison to visually highlight differences between strategies, making it easier to communicate the impact of each approach.
4. Customizable content & strategy slides
To tailor presentations to each client’s needs, advisors can:
- Customize presentations with numbered pages and free-form text enabling versatile formatting options such as heading styles, bulleted or numbered lists, font styles, and more.
- Enhance presentations by adding their own custom commentary, making complex strategies easier for clients to understand.
- Add disclaimers & disclosures with one-click settings to ensure compliance.
5. Professional, brand-aligned formatting
Maintain a consistent, polished look without manual formatting. Luminary automatically applies firm branding, including fonts, layouts, and colors, ensuring a high-quality, professional appearance.
How advisors are elevating client value with Luminary’s Presentation Builder
Top estate planning advisors are gaining a competitive edge with Luminary’s Client Presentation Builder by delivering clearer insights, faster engagement, and better client experiences. Use cases include:
Estate plan reviews
Providing clients with a clear, up-to-date snapshot of their current plan, including estate waterfalls, balance sheets, and gifting strategies.
Strategy planning meetings
Engaging clients more frequently with new strategy proposals that incorporate custom illustrations and educational slides, making complex wealth transfer techniques easier to understand and act upon.
Family member education
Create audience-specific presentations for beneficiaries, trustees, or next-generation family members, ensuring that key details are communicated effectively.
More agile and longitudinal client engagement
With presentation prep reduced from weeks to minutes, advisors can be more responsive and proactive – eliminating long lead times for strategy discussions.
Luminary’s Presentation Builder doesn’t just save me time, it helps me stand out from everyone else still relying on their old PowerPoint templates. - Wealth Advisor, Multi-Family Office based in Oregon
Enhance your client presentations today
Using the Client Presentation Builder is simple:
- Navigate to Presentations in the Luminary platform.
- Click "+ Create Report" to start building.
- Add and arrange pages with drag-and-drop simplicity.
- Customize pagination & disclaimers with one-click settings.
- Review, finalize, and download or present directly from the platform.
No more time wasted formatting slides – just instant, professional presentations that help advisors deliver value, not busywork.
Transform client conversations with Luminary
Advisors shouldn’t be spending days formatting slides when their time is better spent helping clients make informed decisions. Luminary’s Client Presentation Builder removes friction, equipping advisors with a powerful, intuitive tool to create and deliver impactful presentations – fast.
Book a demo today and see the difference for yourself.
