Next steps business finance ppt powerpoint presentation model slide download

Description:

This slide shows a financial services presentation, outlining the next steps in a client's financial planning process. The slide is titled "Next Steps" and contains three key points in a sequential layout, each with an icon that represents the topic at hand.

1. The first point emphasizes that the investment and financial management team will work with the client to set goals and benchmarks and then develop a financial plan. It is represented by an icon that includes a graph and networking motif, suggesting a comprehensive approach to managing a client's finances.

2. The second point explains that the investment and financial plan will address multiple aspects including personal financial planning, budgeting, investments, insurance, estate and tax planning, and charitable giving. The associated icon shows two individuals, which may represent a client and a financial advisor, with a graph and money symbol, implying growth and financial stability.

3. The third and final point encourages the audience to contact the company to schedule an appointment, with details provided at the end of the document. The corresponding icon here is a clipboard with a checklist, symbolizing the action step of initiating communication for planning services.

Use Cases:

This slide is versatile and can be tailored to fit the needs of a variety of industries when presenting financial planning services.

1. Banking:

Use: Tailored client investment strategies

Presenter: Financial advisors

Audience: Individual or corporate clients

2. Wealth Management:

Use: Comprehensive asset allocation

Presenter: Portfolio managers

Audience: High-net-worth individuals

3. Insurance:

Use: Integrating insurance with financial planning

Presenter: Insurance agents

Audience: Policyholders seeking financial advice

4. Estate Planning:

Use: Structuring inheritances and estates

Presenter: Estate lawyers

Audience: Families and heirs

5. Non-Profit Organizations:

Use: Fund allocation and donor management

Presenter: Fundraisers

Audience: Donors and board members

6. Real Estate:

Use: Portfolio diversification with property investment

Presenter: Real estate financial analysts

Audience: Property investors

7. Consulting:

Use: Business financial strategy planning

Presenter: Business consultants

Audience: Small to medium-sized businesses