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Wealth Advisory Proposal Powerpoint Presentation Slides

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Introducing Wealth Advisory Proposal PowerPoint Presentation Slides. The slide is fully customizable. So, you can alter the colors, fonts, font types, and font size as per your requirements. The template is compatible with Google Slides which makes it easily accessible at once. You can open and save it into various formats like PDF, JPG, and PNG. The slide is readily available in both standard and widescreen format.

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Content of this Powerpoint Presentation


Slide 1: This slide introduces Wealth Advisory Proposal. State your Company name and begin.
Slide 2: This slide displays Cover Letter.
Slide 3: This slide shows Proposal Outline.
Slide 4: This slide depicts Project Overview
Slide 5: This slide showcases Project Context & Objectives.
Slide 6: This slide presents Investment Details.
Slide 7: This slide describes How we Propose to Answer your Questions?
Slide 8: This slide shows Our Capabilities displaying- Types of asset class we invest in, Asset allocation with risk budget, Our investment strategy.
Slide 9: This slide showcases Types of Asset Class we Invest in.
Slide 10: This slide shows Our Investment Strategy.
Slide 11: This slide depicts Asset Allocation with Risk Budget.
Slide 12: This slide shows Account Review with- Holdings summary, Allocation overview.
Slide 13: This slide describes Holdings Summary. This slides mentions details of all investment portfolio for the existing customer
Slide 14: This slide depicts Allocation Overview. This slides mentions details of the company’s overall portfolio
Slide 15: This slide depicts Risk & Return Methodology.
Slide 16: This slide shows Estimating Risk Potential Methodology.
Slide 17: This slide presents Estimating Return Potential Methodology.
Slide 18: This slide shows Return on investment & fees.
Slide 19: This slide depicts Return on Investment & Fees.
Slide 20: This slide displays Communication.
Slide 21: This slide displays Communication with- Social Network, Blogs, Twitter, Facebook, You tube Channel, LinkedIn, Website, etc.
Slide 22: This slide depicts Company Introduction with- About us, Our investment philosophy, Our team.
Slide 23: This is About Us slide to showcase Company specifications.
Slide 24: This slide displays Our Investment Philosophy.
Slide 25: This is Our Team slide with Names and Designation.
Slide 26: This is Our Team slide with Names and Designations.
Slide 27: This slide shows Past Experience with- Client testimonials, Case study.
Slide 28: This slide displays Client Testimonials.
Slide 29: This slide shows Case Study.
Slide 30: This slide depicts Next steps.
Slide 31: This slide showcases Next Steps.
Slide 32: This is Contact Us slide with Address, E-mail address and Contact number.
Slide 33: This slide is titled as Additional Slides for moving forward.
Slide 34: This is Our Mission slide with Mission, Vision and Goal.
Slide 35: This slide depicts Roadmap process.
Slide 36: This slide displays Roadmap 4 process.
Slide 37: This slide depicts Roadmap 5 process.
Slide 38: This slide depicts Roadmap 6 process.
Slide 39: This slide shows Roadmap 7 process.
Slide 40: This is 30 60 90 Days Plan slide.
Slide 41: This slide shows Timeline process.

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  1. 80%

    by David Wright

    Enough space for editing and adding your own content.
  2. 80%

    by Del Holmes

    Colors used are bright and distinctive.
  3. 80%

    by Coleman Henderson

    Very unique, user-friendly presentation interface.
  4. 100%

    by Jacob Wilson

    Very well designed and informative templates.
  5. 100%

    by Charles Peterson

    The Designed Graphic are very professional and classic.

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