Wealth Management Techniques In Strategic Financial Planning Fin CD V

Slide 1: This slide introduces Wealth management techniques in strategic financial planning . State your company name and begin.
Slide 2: This is an Agenda slide. State your agendas here.
Slide 3: This slide shows Table of Content for the presentation.
Slide 4: This slide shows title for topics that are to be covered next in the template.
Slide 5: This slide shows information which can be used to understand the concept of wealth management. It also includes details regarding its various functions.
Slide 6: This slide displays detailed information regarding the significance or importance of wealth management for individuals or families.
Slide 7: This slide shows roadmap which contains detailed information about history and evolution of wealth management over time.
Slide 8: This slide shows the detailed information regrading the key differences between wealth and investment management.
Slide 9: This slide shows title for topics that are to be covered next in the template.
Slide 10: This slide displays information about various regulatory bodies which are responsible in regulating wealth management firms or advisors in order to protect general public.
Slide 11: This slide presents various information about some key considerations which are involved in regulatory framework of wealth management.
Slide 12: This slide shows information which can be used to know the fiduciary duties of a wealth manager towards the client.
Slide 13: This slide displays information which can be used by individuals to get basic understanding of wealth management.
Slide 14: This slide shows various regulations which were developed to ensure financial data privacy in wealth management.
Slide 15: This slide shows title for topics that are to be covered next in the template.
Slide 16: This slide shows information which can be used to understand the concept of financial planning. It includes details regarding various types of financial activities.
Slide 17: This slide displays various strategies which can be used by wealth management personnels to invest client’s money into various assets or securities.
Slide 18: This slide shows information which can be used by wealth managers to manage tax of clients under wealth management.
Slide 19: This slide presents information which can be used by individuals or businesses to understand the basic of estate planning. It also includes key components of estate planning.
Slide 20: This slide shows information which can be used to understand the concept of risk management in wealth management.
Slide 21: This slide displays information which can be utilized to know basics of retirement planning. It also includes details about key activities.
Slide 22: This slide shows information which can be used by anyone to understand the meaning of behavioural finance.
Slide 23: This slide presents title for topics that are to be covered next in the template.
Slide 24: This slide shows multiple investment options which can be considered by wealth managers while investing client’s money.
Slide 25: This slide displays information regarding various types of investment strategies which can be used while making investment decisions.
Slide 26: This slide shows information which can be used to understand the concept of portfolio diversification strategy to decrease or lower the investment risks.
Slide 27: This slide presents various asset allocation strategies which can be used by wealth managers while making asset allocation decisions.
Slide 28: This slide shows title for topics that are to be covered next in the template.
Slide 29: This slide presents information which can be used by individuals or wealth managers to evaluate the risks associated with wealth.
Slide 30: This slide displays information about various techniques which can be used by wealth managers to mitigate or minimize risk.
Slide 31: This slide shows detailed information regarding various roles of insurance in protecting individual or family’s wealth.
Slide 32: This slide presents involve various financial techniques and instruments that individuals, businesses, and investors can employ to mitigate the negative impact of inflation.
Slide 33: This slide shows title for topics that are to be covered next in the template.
Slide 34: This slide displays information strategic checklist which can be used by wealth mangers to develop effective wealth management process.
Slide 35: This slide describes various steps which can be used by wealth managing firms or individuals to get assistance while managing client’s wealth.
Slide 36: This slide shows various steps which can be used by wealth managing firms or individuals to get assistance while managing client’s wealth.
Slide 37: This slide describes various techniques which can be used by wealth management firms or managers to conduct financial evaluation of client.
Slide 38: This slide shows title for topics that are to be covered next in the template.
Slide 39: This slide displays information about various types of challenges which are faced by wealth managers or wealth managing firms.
Slide 40: This slide shows title for topics that are to be covered next in the template.
Slide 41: This slide presents information which can be used by individuals or wealth managers to get the right solution for market volatility challenges.
Slide 42: This slide shows information which can be used by individuals or wealth managers to get the right solution for regulatory changes related challenges.
Slide 43: This slide displays information which can be used by individuals or wealth managers to get the right solution for personalization challenges.
Slide 44: This slide shows information which can be used by individuals or wealth managers to get the right solution for emotional decision making challenges.
Slide 45: This slide describes information which can be used by individuals or wealth managers to get the right solution for global economic challenges.
Slide 46: This slide shows title for topics that are to be covered next in the template.
Slide 47: This slide presents various strategies which can be used by wealth managers to manage relationship with customers.
Slide 48: This slide shows various tips which can be used by wealth management firms to build positive customer relationships.
Slide 49: This slide displays details about various practices which can be adopted by wealth mangers while communicating with customers.
Slide 50: This slide shows title for topics that are to be covered next in the template.
Slide 51: This slide presents information which can be used to understand the concept of Robo advisors in wealth management.
Slide 52: This slide displays information which can be used to understand the concept of digital platforms in wealth management.
Slide 53: This slide displays information which can be used applicability of AI and machine leaning in wealth management.
Slide 54: This slide shows title for topics that are to be covered next in the template.
Slide 55: This slide presents information which can be used to understand how digital transformation is changing wealth management.
Slide 56: This slide displays information which can be used to understand the concept of sustainable and responsible investing wealth management.
Slide 57: This slide shows title for topics that are to be covered next in the template.
Slide 58: This slide displays flow chart which represents the hierarchy of wealth management team for smooth running of operations in the organization.
Slide 59: This slide shows information which can be used to understand various roles and responsibilities of wealth management team.
Slide 60: This slide displays profile overview of wealth management team head which can be used by firms to hire best candidates for their firms.
Slide 61: This slide shows title for topics that are to be covered next in the template.
Slide 62: This slide displays various KPIs which can be used by wealth management firm to evaluate performance. It includes metrics such as assets under management, revenue etc.
Slide 63: This slide presents dashboard which can be used by wealth management organizations to measure the performance.
Slide 64: This slide shows title for topics that are to be covered next in the template.
Slide 65: This slide present detailed information about how wealth management can be used for planning retirement income.
Slide 66: This slide shows detailed information about how wealth management can be used for preserving wealth and growing investments.
Slide 67: This slide shows all the icons included in the presentation.
Slide 68: This slide is titled as Additional Slides for moving forward.
Slide 69: This is a financial slide. Show your finance related stuff here.
Slide 70: This slide depicts Venn diagram with text boxes.
Slide 71: This slide presents Roadmap with additional textboxes. It can be used to present different series of events.
Slide 72: This is Our Goal slide. State your firm's goals here.
Slide 73: This slide contains Puzzle with related icons and text.
Slide 74: This is a Thank You slide with address, contact numbers and email address.