James Hatzigiannis – Financial Services

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P L O U T U S C A P I T A L A D V I S I O
R S FINANCIAL SERVICES A U T U M N / W I N
T E R 2 0 2 1
James Hatzigiannis
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P L O U T U S
C A P I T A L
A D V I S I O R S
Overview Target market Positioning Sales
Operations Merchanding
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P L O U T U S
C A P I T A L
A D V I S I O R S
Our latest numbers
82 the action or activity of gathering
information about consumers' needs and
preferences.
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P L O U T U S
C A P I T A L
A D V I S I O R S
Engage your people This year has seen a rise in
brand loyalty, our customers are feeling
engaged and helping our product grow. If there
is an increase in trust, there is increase in
revenue.
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P L O U T U S
C A P I T A L
A D V I S I O R S
85 the action or activity of gathering
information about consumers' needs and
preferences.
15 the action or activity of gathering
information about consumers' needs and
preferences.
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P L O U T U S
C A P I T A L
A D V I S I O R S
Benefits Expands your network Helps you find
talent Helps you find clients More productivity
More creativity Flexibility Cost efficient
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P L O U T U S
C A P I T A L
A D V I S I O R S
61 of Americans failed to pass the SP Global
FinLit Survey on basic financial concepts
25 have investments other than a basic savings
account
14 would need to borrow funds or take out a
loan in the event of a health emergency
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P L O U T U S
C A P I T A L
A D V I S I O R S
It's time to get everyone more involved in the
next stage, which is all about maintaining
customer satisfaction. Happy customers increase
sales.
What's next for us?
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2021
Planning ahead means action. We need to be
spending time considering the best outcome for
our next two years.
P L O U T U S C A P I T A L A D V I S I O
R S
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P L O U T U S C A P I T A L A D V I S I O
R S THANK YOU