thefinancecircle

Free Resources

Explore our curated collection of free resources designed to enhance your financial storytelling skills. From insightful articles to helpful templates, dive into a world of valuable information to fuel your learning journey

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.

Waterfall Chart Template

So you like Waterfall Charts as I do and you won’t settle for the built-in version of Microsoft Excel?

Everything you can do in PowerPoint

I asked some months ago and PowerPoint remains the # 1 tool …

The S.T.O.R.Y. framework for Finance Presentations

To fight against the problems of finance presentations, I came up with the idea of the S.T.O.R.Y.

Finance Charts Cheat Sheet

There are hundreds of charts but only a limited amount you can use in Finance

5 Easy Steps to build your slides

Get the 5 steps to follow to have powerful slides

Difficult Questions and People Cheat Sheet

In Finance, questions can be Frustrating, Stressful, Challenging…

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There’s nothing like a direct contact to get the answers to your

questions or more information. Fill in the form below and I’ll answer

within the next 48 hours