Free Resources
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Start your journey towards Financial Storytelling with the free material I share with .
Guides, Templates, Cheat Sheets... all will give you a taste of what you can do with Storytelling in your career.
Download them here for free
Financial Storytelling Basics - Free Course
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Learn the basics of Financial Storytelling with this free crash course offering a sneak peek into the Financial Storytelling Program.
In this free course, you'll get in your mailbox 7 videos (1 per day)
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The 4-Step Approach
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The 3 What Method
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Segment your Audience in 2 Groups
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Prepare Alternative Stories
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PowerPoint - Use CTRL and SHIFT
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Managing Stress (before and during the presentation)
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Ready for the Next Steps?
So start this storytelling journey with the basics so finance presentations are no longer a challenge for you.
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 obviou
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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
