Top Free Resources
For Finance & Presentations
Explore our most downloaded free guides and tools. Each one is designed to give you quick wins you can put into action right away.
The S.T.O.R.Y. framework for Finance Presentations
To fight against the 5 main problems of Finance Presentations, I came up with the idea of the S.T.O.R.Y. framework to fight against these symptoms
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S - Select your message
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T - Target your audience
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O - Organize your thoughts
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R - Review your visuals
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Y - Yield to questions
And everything is summarized in the one-pager you'll receive
Everything you can do in PowerPoint
I asked some months ago and PowerPoint remains the # 1 tool …
and for good reasons
- It's part of the Microsoft Office Suite (so compatible with Excel)
- It has features nowhere else available (rehearsal coach,...)
- You can work with it offline
So let's deep dive on all the tools and features available in PowerPoint with this cheat sheet downloadable at no cost
Finance Charts Cheat Sheet
There are hundreds of charts but only a limited amount you can use in Finance
Find out which ones and undersrtand
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their goals
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the type of data you need to use
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the pros and cons of their usage
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the key considerations
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when to use (and when not)
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the best practices
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the main use cases
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Handling Difficult Questions and People
In Finance, questions can be
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𝗙𝗿𝘂𝘀𝘁𝗿𝗮𝘁𝗶𝗻𝗴 because the answer is obvious
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𝗦𝘁𝗿𝗲𝘀𝘀𝗳𝘂𝗹 because you don't know the answer
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𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗶𝗻𝗴 because audience has doubt on the figures
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𝗗𝗶𝘀𝗮𝗽𝗼𝗶𝗻𝘁𝗶𝗻𝗴 because people had a different expectation
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𝗩𝗶𝗼𝗹𝗲𝗻𝘁 because some can argue or disagree
Learn how to handle them with this Cheat Sheet
