How do you add a Sample Client for a client presentation?

How do you add a Sample Client for a client presentation?

• A. Advisor Dashboard > Add Client > Sample Data
• B. Advisor Dashboard > Add Client > Sample Clients
• C. Advisor Dashboard > Create Client > Sample Clients
• D. Advisor Dashboard > Import Client > Sample Clients

Answer: (B)

To demonstrate with realistic, but non-real, data, use a prebuilt demo client from the Advisor Dashboard. The correct path is to go to Add Client and then choose Sample Clients. This loads ready-made client profiles that are designed for presentations, so you can show how plans, portfolios, and visuals look with actual-style data without exposing a real client. You can switch between different sample profiles to fit the scenario you want to illustrate. Using the other paths isn’t appropriate for a demonstration: Sample Data would provide generic data not tied to a client, Create Client would start a new real-looking client profile, and Import Client would bring in external data.

To demonstrate with realistic, but non-real, data, use a prebuilt demo client from the Advisor Dashboard. The correct path is to go to Add Client and then choose Sample Clients. This loads ready-made client profiles that are designed for presentations, so you can show how plans, portfolios, and visuals look with actual-style data without exposing a real client. You can switch between different sample profiles to fit the scenario you want to illustrate.

Using the other paths isn’t appropriate for a demonstration: Sample Data would provide generic data not tied to a client, Create Client would start a new real-looking client profile, and Import Client would bring in external data.