Financial Services Consultancy Business Plan Powerpoint Presentation Slides

Slide 1: This slide displays the title "Financial Services Consultancy Business Plan". State your Company Name
Slide 2: This slides showcase the Agenda of business.
Slide 3: This slide exhibits a Table of Contents.
Slide 4: This slide presents Table of Contents- "Executive Summary".
Slide 5: This slide presents a glimpse of an insurance agency startup firm overview.
Slide 6: This slide provides a glimpse of Ownership Business Formation and Exit Strategy.
Slide 7: This slide provides a glimpse of an insurance agency startup financing summary with estimated startup costs, usage of funds, etc.
Slide 8: This slide provides a glimpse about insurance agency offerings to its clients.
Slide 9: This slide provides a glimpse about various milestones that insurance agency will achieve in the upcoming future.
Slide 10: This slide exhibits a Table of Contents- "Growth Potential Analysis
Slide 11: This slide covers information regarding SWOT analysis for the insurance business.
Slide 12: This slide covers information regarding PESTLE analysis for the insurance business.
Slide 13: This slide illustrates information regarding Porter’s five force analysis which allow firms in understanding five competitive forces that determine profitability.
Slide 14: This slide exhibits Table of Contents- "Go to Market Strategy".
Slide 15: This slide addresses information regarding industry analysis of insurance business.
Slide 16: This slide addresses information regarding the market assessment of insurance business with high competition existing.
Slide 17: This slide showcase the target client group for insurance business.
Slide 18: This slide provides glimpse about segmentation of different insurance client groups based on demographic, behavioral and geographic segmentation
Slide 19: This slide adresses information regarding firm positioning in the insurance business along with product positioning statement and position mapping.
Slide 20: This table exhibits the Table of Contents- "Marketing Plan".
Slide 21: This slide provides a glimpse of product marketing mix for an insurance firm.
Slide 22: This slide provides glimpse about different ways for products and services sourcing.
Slide 23: This slide provides a glimpse about various brand building strategies that firm will utilize in order to achieve certain goals.
Slide 24: This slide provides a glimpse about different promotional and advertising strategies a that are essential in brand building.
Slide 25: This slide provides a glimpse about essential marketing activities for customer awareness and retention.
Slide 26: This slide provides information regarding the insurance and financial products sales estimation for the upcoming five years.
Slide 27: This slide exhibits Table of Contents- "Organizational Personnel Planning".
Slide 28: This slide provides glimpse about organizational personnel overview.
Slide 29: This slide covers information regarding key personnel involved in th insurance business such as exclusive agents and insurance brokers.
Slide 30: This slide provides a glimpse about personnel management in insurance agency with their personal staff planning and determine number of personnel required.
Slide 31: This slide showcase workforce training and development roadmap.
Slide 32: This slide displays a title Table of Contents- "Financial planning".
Slide 33: This slide projects the income statement of insurance business the upcoming three years.
Slide 34: This slide projects the balance sheet of the firm to visualize firm’s assets and liabilities for the upcoming five years.
Slide 35: This slide projectes the cash flow of the firm to visualize the firm’s cash position for the upcoming five years.
Slide 36: This slide provides a glimpse about important financial assumptions that are to be made while setting up the insurance business.
Slide 37: This slide exhibits Table of Contents- Assessment of Various Risks Associated to Insurance Business.
Slide 38: This slide provides a glimpse about different risks that firm might face while setting up the insurance business.
Slide 39: This slide displays title Table of Contents- "Insurance Agency Activities Tracking Dashboard".
Slide 40: This slide provides a glimpse of the insurance agency activities tracking dashboard which helps management in monitoring activities.
Slide 41: This slide is the Icons Slides for Financial Services Consultancy Business Plan.
Slide 42: This slide displays title Additional Slides.
Slide 43: This slide showcase 30 60 90 Days Plan.
Slide 44: This slide showcase Weekly Timeline.
Slide 45: This slide showcase Roadmap.
Slide 46: This slide displays title About Us.
Slide 47: This slide showcase Our Vision and Mission.
Slide 48: This slide displays title "Meet Our Team".
Slide 49: This slide displays Post it Notes.
Slide 50: This slide displays Linear Process.
Slide 51: This slide displays Puzzle.
Slide 52: This slide displays Venn.
Slide 53: This slide displays the title Financial.
Slide 54: This slide displays Our Target.
Slide 55: This is thank you slide & contains contact details of the company like office address, phone no. etc