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Financial Advisor Premium PowerPoint Template

Number of Slides
PPT Size
Size: 16*9
Item ID
Item ID: 26532
Fonts: Arial
Supported Versions
Supported Versions:
PowerPoint2010, PowerPoint2013, PowerPoint 2016

Financial Risk Management PPT Presentation Presenter s Name

Agenda A four point agenda slide should be included in your financial strategy ppt to introduce what your meeting is about Introduce company and its services Give solution to problem of external auditing Provide samples of financial statements Extend services to other clients

Who We Are A business finance ppt should showcase the company providing the service Finance is our game Whether it s auditing risk management financial advice or otherwise we re the go to company Our services cover everything you may can and will ever need We ll take care of your money That s a money back guarantee 3 3 3

Company Overview A financial presentation isn t complete without an overview of your company Phantasy Inc has been the leader in financial solutions for centuries With its unusual mix of old school and novel approach to planning spending and saving you can be sure that your money is going where you want it to be in sound investments in a secure bank and in the right direction You can never go wrong with us That s a money back guarantee

Our Reach In this ppt on financial management showing the reach of the company speaks wonders for most clients Make customers see the extent of your services We are ready to serve local and international clients We operate in USA CANADA MEXICO UK FRANCE GERMANY CHINA JAPAN AUSTRALIA and many other countries 1 2 3 4 5 5 6 7 8 10

Opportunities A finance ppt shouldn t skimp out on any chance to let the audience know the opportunities available to them Managing the paperwork of your finances is an arduous task If you re not particularly careful you ll soon find yourself swimming in a mountain of balance sheets and financial reports perhaps even debt But what if there was a company that can fix that for you

In any finance ppt template you highlight the problem Why Because framing that part of the equation is as important as giving the solution Bookkeeping is a very tedious process However we understand that it is essential Apart from keeping records of the many transactions your business has you should document changes in the cashflow as well The Problem

The Solution This finance presentation template includes a solution slide to answer the problem posed earlier Us Whatever problem you have about your finances we will solve it That s a money back guarantee

Diagram Include a slide about your whole process what action goes first what comes next what to expect in every procedure etc These are the basics of finance ppt Analyze business cashflow including profits losses deductibles overheads etc Commence financial operations based on client s feedback and preferences Come up with possible estimates on what client wants to work on Discuss with client the possible routes to take e g financial planning Ask client whether initial strategies work for them if not change strategies

Results Introduce through one of your finance slides the results of your proposal The effectiveness of a strategy is best shown with hard data and numbers 100 of clients are satisfied with the results 70 of the existing client base have been our partners for decades 30 of the existing client base are referrals from our partners 0 of clients are pulling out because of unsatisfactory results Up to 70 of initial strategies are happily and readily accepted by clients

PROBLEM Right after filing its bankruptcy the CEO of Regal Bryant sought the help of Phantasy Inc to manage and potentially increase its remaining financials With the many federal protections accorded by the bankruptcy court we had the unique opportunity to deal with a crisis that we could turn into an opportunity A financial presentation ppt should always include a case study that serves as an example a case in point SOLUTION The paltry amount the company had saved soon grew enabling them to purchase stocks from different companies and enter small time investments Months after the market strengthened exponentially making buyback a viable option Soon the company defaulted to its original capital adjusted for inflation and became operational again Case Study

Sample Financial Analysis Even an international trade finance ppt should include examples of financial analyses Expected earnings for anonymous client

Sample Quarterly Report Something as simple as an Introduction to finance ppt might Include quarterly reports

Divider Even an international finance ppt presentation should include divider slides Take a pause Pose a question How do we do it

Our Team COO and overseer of the clients financial management operations Arche Klein Head of HR and employee solutions Mint Adenade CEO and driving force of the creative solutions of the company Klarth Lester CIO and head of marketing operations Cress Albane CFO and one of the best investors in the world Chester Burklight Head of R D and corporate research Suzu Fujibayashi Slides that show the men and women behind your team may not be a must for PowerPoint templates for finance presentation but it s always good to recognize the people who make your business successful

SWOT Analysis Like any finance department presentation a SWOT analysis will ground your business on reality Trusted brand for centuries flexibility even in changing times Small to medium businesses that can become long term clients No particular strategy for small to medium businesses Too many competitors diluted industry

Timeline A corporate finance ppt must also display the achievements of the company You can even do a humble brag about it The company was started by Trinicus Morrison For decades he ran Phantasy Inc with an iron fist Phantasy Inc started to cater to loans microloans and other loaning services Phantasy Inc was name the top financing solutions brand a recognition it held for more than five years straight Klarth Lester became the CEO of Phantasy Inc 2001 2009 2013 2355

Pricing Tiers An international finance corporation ppt should always include a price list of its services to satisfy the curiosity of potential clients 50 000 Extremely focused business financial analysis and strategies suitable for multinational companies high risk high rewards Martel tier 35 000 Focused business financial analysis and strategies suitable for local corporations medium risk medium rewards Origin tier 20 000 Focused business financial analysis and strategies for small to medium businesses low risk low rewards Maxwell tier

Contact Us Give away your contact information in this part of your structured trade finance ppt Let the audience know that they can talk to you and that you will answer any questions they have about your services For any inquiries except haggling you can e mail us at admin phantasyinc com or at inquiries phantasyinc com You can also call us at

End your tax planning and management ppt with a thank you slide Always You don t want to be seen as an ingrate Thank you for your time

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