--- title: Voyant Blog description: Introducing the Voyant blog, a place to learn more about industry trends, financial news, and more to punch up your practice and fuel your financial journey. --- [Skip to content](https://blog.planwithvoyant.com#main-content) ![](https://cdn.prod.website-files.com/680a6b59a4a5f462dac07551/69cebe1a1246e0f8896b2d5e_Voyant%20Logo%20-%20Secondary%20-%20White.png) [Who We Serve](https://planwithvoyant.com/us/who-we-serve) What We Do Resources About Us [Login](https://www.planwithvoyant.com/voyant/services/rest/content-site/home/login?region=US) [Book Demo](https://planwithvoyant.com/us/webinars-and-events) ![](https://cdn.prod.website-files.com/653bd51f2730c6e7440f38fb/662ad27ce0ad8109758bf341_Voyant%20white.png) [Login](https://www.planwithvoyant.com/voyant/services/rest/content-site/home/login?region=US) [Book Demo](https://planwithvoyant.com/us/webinars-and-events) [Who We Serve](https://planwithvoyant.com/us/who-we-serve) What We Do [Why Voyant](https://planwithvoyant.com/us/why-voyant) Resources About Us # `Voyant Blog` # `Insights. Information. Observations.` `Driving Your Business Growth Is What We Do Best.` [![](https://blog.planwithvoyant.com/hubfs/linkedin-sales-solutions-YDVdprpgHv4-unsplash.jpg)](https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) ## [How to Present a Financial Plan in Voyant: A Step-by-Step Guide](https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) Oct 28, 2025 4:51:31 PM Why Presentation Matters in Financial Planning Imagine this: your clients sit down at the table, The... [Read more](https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) [![](https://blog.planwithvoyant.com/hubfs/kalen-emsley-Bkci_8qcdvQ-unsplash.jpg)](https://blog.planwithvoyant.com/big-beautiful-bill) ## [Adapting to Change with Voyant | The Best Financial Tool for Regulatory Shifts](https://blog.planwithvoyant.com/big-beautiful-bill) Oct 20, 2025 11:39:07 AM Change Is the Only Constant in Financial Planning One of the biggest challenges in financial plannin... [Read more](https://blog.planwithvoyant.com/big-beautiful-bill) [![](https://blog.planwithvoyant.com/hubfs/nathan-dumlao-Wr3comVZJxU-unsplash.jpg)](https://blog.planwithvoyant.com/inflation-insight-in-voyant) ## [Introducing the Inflation Insight in Voyant: Stress-Test Plans with Confidence](https://blog.planwithvoyant.com/inflation-insight-in-voyant) Oct 14, 2025 11:15:06 AM Whether it's a trip to the grocery store, a rising utility bill, or the shock of a higher-than-expec... [Read more](https://blog.planwithvoyant.com/inflation-insight-in-voyant) [![multicultural couple embraces](https://blog.planwithvoyant.com/hubfs/samuel-rodriguez-EOnS79kDZ_0-unsplash.jpg)](https://blog.planwithvoyant.com/modeling-charitable-trusts-in-voyant) ## [Modeling Charitable Trusts in Voyant: CRUTs and CRATs for High-Net-Worth Clients](https://blog.planwithvoyant.com/modeling-charitable-trusts-in-voyant) Sep 29, 2025 2:58:45 PM At Voyant, we’re always looking for ways to help advisers illustrate complex strategies clearly and ... [Read more](https://blog.planwithvoyant.com/modeling-charitable-trusts-in-voyant) [![](https://blog.planwithvoyant.com/hubfs/vitaly-gariev-RqR2pnTpmHA-unsplash.jpg)](https://blog.planwithvoyant.com/engaging-high-net-worth-clients-with-voyant-strategies-that-make-an-impact) ## [Engaging High Net Worth Clients with Voyant: Strategies That Make an Impact](https://blog.planwithvoyant.com/engaging-high-net-worth-clients-with-voyant-strategies-that-make-an-impact) Sep 15, 2025 12:06:15 PM Working with high-net-worth clients presents unique opportunities and complex challenges. At Voyant,... [Read more](https://blog.planwithvoyant.com/engaging-high-net-worth-clients-with-voyant-strategies-that-make-an-impact) [![](https://blog.planwithvoyant.com/hubfs/what%20is%20a%20fiduciary.jpg)](https://blog.planwithvoyant.com/2020/08/21/casey-mills-fiduciary-why-does-it-matter) ## [What Is A Fiduciary And Why Does It Matter?](https://blog.planwithvoyant.com/2020/08/21/casey-mills-fiduciary-why-does-it-matter) May 22, 2024 12:13:15 PM [Read more](https://blog.planwithvoyant.com/2020/08/21/casey-mills-fiduciary-why-does-it-matter) [![](https://blog.planwithvoyant.com/hubfs/Mission_Based_Financial_Planning.jpg)](https://blog.planwithvoyant.com/2020/07/22/mission-based-financial-planning) ## [Mission Based Financial Planning](https://blog.planwithvoyant.com/2020/07/22/mission-based-financial-planning) May 2, 2024 4:23:17 PM [Read more](https://blog.planwithvoyant.com/2020/07/22/mission-based-financial-planning) [![](https://blog.planwithvoyant.com/hubfs/cytonn-photography-vWchRczcQwM-unsplash.jpg)](https://blog.planwithvoyant.com/2020/07/16/dominic-pape-change-of-direction) ## [A Change Of Direction](https://blog.planwithvoyant.com/2020/07/16/dominic-pape-change-of-direction) May 1, 2024 4:19:17 PM [Read more](https://blog.planwithvoyant.com/2020/07/16/dominic-pape-change-of-direction) [![](https://blog.planwithvoyant.com/hubfs/futureproofingyourfinancialadvisory%20.jpg)](https://blog.planwithvoyant.com/2023/10/27/future-proofing-your-financial-advisory-practice-the-power-of-personalization-in-the-age-of-ai) ## [Future-Proofing Your Financial Advisory Practice: The Power of Personalization in the Age of AI](https://blog.planwithvoyant.com/2023/10/27/future-proofing-your-financial-advisory-practice-the-power-of-personalization-in-the-age-of-ai) Oct 27, 2023 12:00:00 AM Amid sweeping technological advancements and shifting generational dynamics, financial advisors incr... [Read more](https://blog.planwithvoyant.com/2023/10/27/future-proofing-your-financial-advisory-practice-the-power-of-personalization-in-the-age-of-ai) [![](https://blog.planwithvoyant.com/hubfs/who%20is%20voyant.png)](https://blog.planwithvoyant.com/about-voyant) ## [Who is Voyant?](https://blog.planwithvoyant.com/about-voyant) Apr 30, 2023 7:34:03 PM Picture this scenario: you’re trying to sell a financial product to a client. What will you show the... [Read more](https://blog.planwithvoyant.com/about-voyant) [1](https://blog.planwithvoyant.com/) [2](https://blog.planwithvoyant.com/page/2) [3](https://blog.planwithvoyant.com/page/3) [4](https://blog.planwithvoyant.com/page/4) [5](https://blog.planwithvoyant.com/page/5) [Next](https://blog.planwithvoyant.com/page/2) [Last](https://blog.planwithvoyant.com/page/6) ##### Standard tools only handle 90% of financial planning. ## Voyant masters the extra 10% where elite advisors *prove* their value. [Book 1:1 Demo](https://planwithvoyant.com/resources/demo) ## Recent posts [![](https://blog.planwithvoyant.com/hs-fs/hubfs/linkedin-sales-solutions-YDVdprpgHv4-unsplash.jpg?height=200&name=linkedin-sales-solutions-YDVdprpgHv4-unsplash.jpg)](https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) ## [How to Present a Financial Plan in Voyant: A Step-by-Step Guide](https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) ![Picture of Jamie Phelps](https://blog.planwithvoyant.com/hs-fs/hubfs/df5f21f5-1173-4470-bab0-d8c636dacea8.jpg?width=50&name=df5f21f5-1173-4470-bab0-d8c636dacea8.jpg) [Jamie Phelps](https://blog.planwithvoyant.com/author/jamie-phelps) Oct 28, 2025 4:51:31 PM Why Presentation Matters in Financial Planning Imagine this: your clients sit down at the table,... [Read more](https://blog.planwithvoyant.com/how-to-present-a-financial-plan-in-voyant) [![](https://blog.planwithvoyant.com/hs-fs/hubfs/kalen-emsley-Bkci_8qcdvQ-unsplash.jpg?height=200&name=kalen-emsley-Bkci_8qcdvQ-unsplash.jpg)](https://blog.planwithvoyant.com/big-beautiful-bill) ## [Adapting to Change with Voyant | The Best Financial Tool for Regulatory Shifts](https://blog.planwithvoyant.com/big-beautiful-bill) ![Picture of Jamie Phelps](https://blog.planwithvoyant.com/hs-fs/hubfs/df5f21f5-1173-4470-bab0-d8c636dacea8.jpg?width=50&name=df5f21f5-1173-4470-bab0-d8c636dacea8.jpg) [Jamie Phelps](https://blog.planwithvoyant.com/author/jamie-phelps) Oct 20, 2025 11:39:07 AM Change Is the Only Constant in Financial Planning One of the biggest challenges in financial... [Read more](https://blog.planwithvoyant.com/big-beautiful-bill) [![](https://blog.planwithvoyant.com/hs-fs/hubfs/nathan-dumlao-Wr3comVZJxU-unsplash.jpg?height=200&name=nathan-dumlao-Wr3comVZJxU-unsplash.jpg)](https://blog.planwithvoyant.com/inflation-insight-in-voyant) ## [Introducing the Inflation Insight in Voyant: Stress-Test Plans with Confidence](https://blog.planwithvoyant.com/inflation-insight-in-voyant) ![Picture of Jamie Phelps](https://blog.planwithvoyant.com/hs-fs/hubfs/df5f21f5-1173-4470-bab0-d8c636dacea8.jpg?width=50&name=df5f21f5-1173-4470-bab0-d8c636dacea8.jpg) [Jamie Phelps](https://blog.planwithvoyant.com/author/jamie-phelps) Oct 14, 2025 11:15:06 AM Whether it's a trip to the grocery store, a rising utility bill, or the shock of a... 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