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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)

  1. The 4-Step Approach

  2. The 3 What Method

  3. Segment your Audience in 2 Groups

  4. Prepare Alternative Stories

  5. PowerPoint - Use CTRL and SHIFT

  6. Managing Stress (before and during the presentation)

  7. Ready for the Next Steps?

So start this storytelling journey with the basics so finance presentations are no longer a challenge for you.

The Ultra Guide Storytelling and Presentations For Finance

I developed this Ultra Guide with all the tips and tricks I share about Finance Storytelling and Presentations.

 

The 200 pages are split into 3 main sections

  1. Presentation Techniques

  2. Visuals and Tools

  3. Handling Difficult Questions

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

 

  • S - Select your message

  • T - Target your audience

  • O - Organize your thoughts

  • R - Review your visuals

  • Y - Yield to questions

 

And everything is summarized in the one-pager you'll receive

Everything you can do in PowerPoint

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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

  • their goals

  • the type of data you need to use

  • the pros and cons of their usage

  • the key considerations

  • when to use (and when not)

  • the best practices

  • the main use cases

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Steps to creating the Perfect Finance Chart in Excel

Learn how to build your charts in Excel and have the best design without buying expensive tools.

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Including:

  • Bar Chart

  • Line Chart

  • Pie Chart

  • Waterfall Chart

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5 Easy Steps to Create a Presentation like a Pro

Get the following

  • 5 steps to follow to have powerful slides

  • Error checklist

  • 50 plugins to boost your powerpoint presentation

  • 50 free tools

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Handling Difficult Questions and People

In Finance, questions can be

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  • 𝗙𝗿𝘂𝘀𝘁𝗿𝗮𝘁𝗶𝗻𝗴 because the answer is obviou

  • 𝗦𝘁𝗿𝗲𝘀𝘀𝗳𝘂𝗹 because you don't know the answer

  • 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗶𝗻𝗴 because audience has doubt on the figures

  • 𝗗𝗶𝘀𝗮𝗽𝗼𝗶𝗻𝘁𝗶𝗻𝗴 because people had a different expectation

  • 𝗩𝗶𝗼𝗹𝗲𝗻𝘁 because some can argue or disagree

 

Learn how to handle them with this Cheat Sheet

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And when you're ready to go further and develop your (teams') storytelling skills

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