SlideShare a Scribd company logo
1 of 21
ROSETTA ANALYTICS  FOR SMALL BUSINESS CLIENTS  of Trusted  Financial Advisors
Problem ,[object Object]
Your Clients Concerns ,[object Object],[object Object],[object Object]
Why Now ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Current Methods Are Not Enough ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Solution for Your Clients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
You Give Your Clients ,[object Object],[object Object],[object Object],[object Object],[object Object]
What is Rosetta Analytics sm  for Entrepreneurs? ,[object Object],[object Object]
Who needs Rosetta Analytics? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Highlights ,[object Object],[object Object],[object Object],[object Object],[object Object]
How it Works RAI Stone Group LLC Proprietary & Confidential  Rosetta Analytics for Entrepreneurs Too much data, too little time! Too  slow, too complex, not their area of expertise! Spreadsheets don’t make sense. Flexible and simple. Specific, practical growth recommendations explained Automated for rapid turnaround Previous experience,  intuition, and guesswork aren’t enough anymore.
How it Works ,[object Object],[object Object],[object Object],[object Object],[object Object]
Components of the Report ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What’s Coming Next ,[object Object],[object Object],[object Object],[object Object]
 
 
Your Challenges as an Advisor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How Rosetta Can Serve YOU ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What Customers Are Saying ,[object Object],[object Object],We were growing fast and had made an out-of-state acquisition. We were doing more volume, but hadn't increased profitability. We weren't sure where to look for answers. From Rosetta we discovered we were trying to cut costs in the wrong areas. After implementing the recommendations, we began to see improved profitability almost immediately.  -  Paul, owner, investigation and security company
Outsourced Service ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Call for a Sample Report ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

More Related Content

What's hot

Using Financials
Using FinancialsUsing Financials
Using Financials
RonMiaso
 
New Capital __Chap018 (p.p)
New Capital __Chap018 (p.p)New Capital __Chap018 (p.p)
New Capital __Chap018 (p.p)
BTEC UTeM
 

What's hot (18)

Financial Modeling
Financial ModelingFinancial Modeling
Financial Modeling
 
85/15 Model
85/15 Model 85/15 Model
85/15 Model
 
Predictive Analytics for finance infographic
Predictive Analytics for finance infographicPredictive Analytics for finance infographic
Predictive Analytics for finance infographic
 
Predictive Finance
Predictive FinancePredictive Finance
Predictive Finance
 
Two Hour Financial Model
Two Hour Financial ModelTwo Hour Financial Model
Two Hour Financial Model
 
Using Financials
Using FinancialsUsing Financials
Using Financials
 
predictive analytics for corp functions
predictive analytics for corp functionspredictive analytics for corp functions
predictive analytics for corp functions
 
Optimize the 80 20 rule
Optimize the 80 20 ruleOptimize the 80 20 rule
Optimize the 80 20 rule
 
Intro to Corporate Venture Capital – Terms and Strategic Considerations | Mic...
Intro to Corporate Venture Capital – Terms and Strategic Considerations | Mic...Intro to Corporate Venture Capital – Terms and Strategic Considerations | Mic...
Intro to Corporate Venture Capital – Terms and Strategic Considerations | Mic...
 
HOW TO BUILD SUCCESSFUL BUSINESS
HOW TO BUILD SUCCESSFUL BUSINESSHOW TO BUILD SUCCESSFUL BUSINESS
HOW TO BUILD SUCCESSFUL BUSINESS
 
7 common mistakes to avoid when outsourcing
7 common mistakes to avoid when outsourcing7 common mistakes to avoid when outsourcing
7 common mistakes to avoid when outsourcing
 
Outsourcing best practices
Outsourcing best practicesOutsourcing best practices
Outsourcing best practices
 
New Capital __Chap018 (p.p)
New Capital __Chap018 (p.p)New Capital __Chap018 (p.p)
New Capital __Chap018 (p.p)
 
Maximizing Value through Finance - General Electric
Maximizing Value through Finance - General Electric Maximizing Value through Finance - General Electric
Maximizing Value through Finance - General Electric
 
Business analysis 0.0 ver 2.1
Business analysis 0.0 ver 2.1Business analysis 0.0 ver 2.1
Business analysis 0.0 ver 2.1
 
Bbn ppt
Bbn pptBbn ppt
Bbn ppt
 
Outsourcing Best Practices
Outsourcing Best PracticesOutsourcing Best Practices
Outsourcing Best Practices
 
Information Technology Audits - 2009 Presentation
Information Technology Audits - 2009 PresentationInformation Technology Audits - 2009 Presentation
Information Technology Audits - 2009 Presentation
 

Similar to Trusted Financial Advisors 20090527

Strategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with SalesforceStrategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with Salesforce
dreamforce2006
 
The Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond SalesThe Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond Sales
dreamforce2006
 
Cloudforce Essentials Brisbane 2012 - Business Success for SMBs
Cloudforce Essentials Brisbane 2012 - Business Success for SMBsCloudforce Essentials Brisbane 2012 - Business Success for SMBs
Cloudforce Essentials Brisbane 2012 - Business Success for SMBs
Salesforce_APAC
 
Financial Modelling
Financial Modelling Financial Modelling
Financial Modelling
Tapan Das
 
C Level Client Presentation
C Level Client PresentationC Level Client Presentation
C Level Client Presentation
guestd50bc6
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
dreamforce2006
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
dreamforce2006
 
Strategic Issues In Entrepreneurial And Small Businesses
Strategic Issues In Entrepreneurial And Small BusinessesStrategic Issues In Entrepreneurial And Small Businesses
Strategic Issues In Entrepreneurial And Small Businesses
Roula Samra
 
Eight Pillars Of Strategic Relationship Planning
Eight Pillars Of Strategic Relationship PlanningEight Pillars Of Strategic Relationship Planning
Eight Pillars Of Strategic Relationship Planning
GUY FLEMMING
 
How to build a better strategic plan
How to build a better strategic planHow to build a better strategic plan
How to build a better strategic plan
Chris Scafario
 

Similar to Trusted Financial Advisors 20090527 (20)

Why Effective Cash and Liquidity Management Is Essential When Responding Duri...
Why Effective Cash and Liquidity Management Is Essential When Responding Duri...Why Effective Cash and Liquidity Management Is Essential When Responding Duri...
Why Effective Cash and Liquidity Management Is Essential When Responding Duri...
 
An Overview of Red Rocket Ventures
An Overview of Red Rocket VenturesAn Overview of Red Rocket Ventures
An Overview of Red Rocket Ventures
 
Opportunity-based Growth: How GrowthPath Drives Cash and Profit
Opportunity-based Growth: How GrowthPath Drives Cash and ProfitOpportunity-based Growth: How GrowthPath Drives Cash and Profit
Opportunity-based Growth: How GrowthPath Drives Cash and Profit
 
Strategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with SalesforceStrategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with Salesforce
 
The Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond SalesThe Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond Sales
 
Cloudforce Essentials Brisbane 2012 - Business Success for SMBs
Cloudforce Essentials Brisbane 2012 - Business Success for SMBsCloudforce Essentials Brisbane 2012 - Business Success for SMBs
Cloudforce Essentials Brisbane 2012 - Business Success for SMBs
 
Carpio - Evento MicroStrategy São Paulo
Carpio - Evento MicroStrategy São PauloCarpio - Evento MicroStrategy São Paulo
Carpio - Evento MicroStrategy São Paulo
 
Financial Modelling
Financial Modelling Financial Modelling
Financial Modelling
 
C Level Client Presentation
C Level Client PresentationC Level Client Presentation
C Level Client Presentation
 
Business Plan
Business PlanBusiness Plan
Business Plan
 
Building Value in You Business
Building Value in You BusinessBuilding Value in You Business
Building Value in You Business
 
Core value vital signs 6.0
Core value vital signs 6.0Core value vital signs 6.0
Core value vital signs 6.0
 
E C L004 Dokich 091807
E C L004  Dokich 091807E C L004  Dokich 091807
E C L004 Dokich 091807
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
 
Strategic Issues In Entrepreneurial And Small Businesses
Strategic Issues In Entrepreneurial And Small BusinessesStrategic Issues In Entrepreneurial And Small Businesses
Strategic Issues In Entrepreneurial And Small Businesses
 
Finance
FinanceFinance
Finance
 
Eight Pillars Of Strategic Relationship Planning
Eight Pillars Of Strategic Relationship PlanningEight Pillars Of Strategic Relationship Planning
Eight Pillars Of Strategic Relationship Planning
 
Business Valuation Tips and Traps
Business Valuation Tips and TrapsBusiness Valuation Tips and Traps
Business Valuation Tips and Traps
 
How to build a better strategic plan
How to build a better strategic planHow to build a better strategic plan
How to build a better strategic plan
 

Recently uploaded

VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
dipikadinghjn ( Why You Choose Us? ) Escorts
 
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
dipikadinghjn ( Why You Choose Us? ) Escorts
 

Recently uploaded (20)

The Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdfThe Economic History of the U.S. Lecture 23.pdf
The Economic History of the U.S. Lecture 23.pdf
 
The Economic History of the U.S. Lecture 17.pdf
The Economic History of the U.S. Lecture 17.pdfThe Economic History of the U.S. Lecture 17.pdf
The Economic History of the U.S. Lecture 17.pdf
 
Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
Booking open Available Pune Call Girls Talegaon Dabhade  6297143586 Call Hot ...Booking open Available Pune Call Girls Talegaon Dabhade  6297143586 Call Hot ...
Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
 
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbai
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbaiVasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbai
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbai
 
Stock Market Brief Deck (Under Pressure).pdf
Stock Market Brief Deck (Under Pressure).pdfStock Market Brief Deck (Under Pressure).pdf
Stock Market Brief Deck (Under Pressure).pdf
 
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
 
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
 
00_Main ppt_MeetupDORA&CyberSecurity.pptx
00_Main ppt_MeetupDORA&CyberSecurity.pptx00_Main ppt_MeetupDORA&CyberSecurity.pptx
00_Main ppt_MeetupDORA&CyberSecurity.pptx
 
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
 
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
 
The Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdfThe Economic History of the U.S. Lecture 22.pdf
The Economic History of the U.S. Lecture 22.pdf
 
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
Booking open Available Pune Call Girls Wadgaon Sheri  6297143586 Call Hot Ind...Booking open Available Pune Call Girls Wadgaon Sheri  6297143586 Call Hot Ind...
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
 
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
 
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
VVIP Pune Call Girls Katraj (7001035870) Pune Escorts Nearby with Complete Sa...
 
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdf
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdfShrambal_Distributors_Newsletter_Apr-2024 (1).pdf
Shrambal_Distributors_Newsletter_Apr-2024 (1).pdf
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
 
03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx
 
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
 
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
VIP Call Girl in Mumbai 💧 9920725232 ( Call Me ) Get A New Crush Everyday Wit...
 
The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdf
 

Trusted Financial Advisors 20090527

  • 1. ROSETTA ANALYTICS FOR SMALL BUSINESS CLIENTS of Trusted Financial Advisors
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. How it Works RAI Stone Group LLC Proprietary & Confidential Rosetta Analytics for Entrepreneurs Too much data, too little time! Too slow, too complex, not their area of expertise! Spreadsheets don’t make sense. Flexible and simple. Specific, practical growth recommendations explained Automated for rapid turnaround Previous experience, intuition, and guesswork aren’t enough anymore.
  • 12.
  • 13.
  • 14.
  • 15.  
  • 16.  
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.