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Products/Financial Services Business Plan Presentation
Financial Services

Financial Services Business Plan Presentation

$7.99

One-time purchase · Instant download · Both formats included

Works with

Microsoft PowerPointGoogle SlidesKeynote (import)Mac + WindowsFull edit rights

Secure checkoutInstant delivery30-day refund

Live Preview

Use the arrows to advance through slides. The delivered file is fully editable.

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This template is included in a bundle. Get more templates and save:

Financial Services Complete Business Bundle

4 templates included

$39.99
$71.97
-44%

What's Included

0 slides, already designed
Speaker notes on every slide
Drop in your content and present
Works in PowerPoint and Google Slides

Overview

A 13-slide pitch deck for RIAs and financial advisory firms. Covers AUM growth story, services, client acquisition, financial projections, and practice development plan. Drop in your AUM numbers and advisor bios and you are ready for recruiting conversations or succession pitches.

The blank-slide problem costs you an afternoon every time. This skips it. 0 slides, already designed, already sequenced, covering . PowerPoint file, opens fine in Google Slides.

Key Features

  • Professional industry-themed design
  • Market analysis framework
  • Service/product showcase
  • Financial projection templates
  • Marketing strategy slides
  • Growth roadmap

Ideal For

  • Financial advisors
  • Wealth management firms
  • Investment advisors

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Common Questions

What format is the file?
Native PowerPoint (.pptx). Opens in PowerPoint on Mac and Windows, imports cleanly into Google Slides and Keynote. Fonts fall back gracefully on systems that don't have them installed.
Can I edit the design, not just the text?
Yes. Every element is editable — colors, layout, images, charts, speaker notes. No locked slides, no read-only sections.
Are speaker notes included?
Most slides include speaker notes with suggested talking points. Use them as a starting script and adapt to your audience.
What if I need a refund?
30-day money-back guarantee, no questions asked. Email hello@fennecpress.com with your order number and we'll process the refund within a business day.
Can I re-download the file later?
Yes. Create a free account at fennecpress.com/account after purchase and your downloads stay accessible. A copy also lands in the confirmation email you received at checkout.
Can I use this for my business / my clients?
Yes. You own your copy outright and can customize it, share it with your team, and use it for as many internal or client-facing projects as you want. You can't resell the template itself, but any work product you create using the template is entirely yours.
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Get this template in the Financial Services Complete Business Bundle

4 templates for $39.99, save 44%

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Templates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.