Scenarios in Client Meetings

Have the Presentation Link Ready

Open the share link in a separate browser tab before the call starts. In a video call, you'll screen-share this tab. In person, have it ready on a tablet or second screen.

During the Meeting

Lead with Their Data, Not a Generic Example

Open with the numbers you prepared based on their situation. Clients engage more deeply when they see their own figures rather than a hypothetical "John and Jane" example.

Adjust Inputs Live

Adjust inputs while the client watches. When an assumption changes, update the input and click Calculate to refresh the output.

Use the "What If" Frame

Scenario tools are explicitly for exploring — not for showing "the right answer." Frame every scenario as: "Here's what the model shows if we assume X. Let's look at what changes if we adjust Y."

This keeps the conversation exploratory and avoids any implication that the tool is giving advice. It also invites the client to participate by proposing their own what-if adjustments.

Note What Was Shown

After the meeting, add a note to the client's profile recording which scenarios you ran, what inputs you used, and any key observations from the conversation. This context is valuable for the next meeting.

After the Meeting

Send the Share Link

Send the share link to the client so they can review the scenario at their own pace. A brief note with the link is enough: "Here's the [Tool Name] scenario we walked through — the inputs reflect what we discussed."

Update the Scenario if Inputs Changed

If the client provided corrections to the numbers during the meeting (e.g., their actual loan balance was different from your estimate), update the scenario before sending the link so what they see matches what was discussed.

Rename or Duplicate Variants

If you ran the same tool multiple times across meetings with evolving inputs, use Duplicate from the scenario-list action menu and include the date in each name. The current list supports deletion, not archiving.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.