Very professional, fast and easy to communicate with. Great designer
- a y a n
It was a pleasure working with Ayan.
- V E N K A T
Thanks, great work.
Artificial was truly a treat to work with - great standards, listens well and is flexible!
great work on the designs
How jarrod.musick started their powerpoint template journey
Who are you known as?
Tell us a bit about who you are and the people you reach
We do financial planning and wealth management for three specific client demographics: women 55-70 who are dealing with loss of a spouse, business owners of businesses with $2-$20M of annual revenue, and couples looking to retire within the next 5 years.
What industry do you think your business is most related to?
Accounting & Financial
Content to include in the template
We will be using this template to bring in data from a variety of third party applications for presentations to clients. There will be nine topic areas to be covered:
1) Get Organized
2) Cashflow and Liquidity
6) Retirement Projections
7) Estate Planning
I have uploaded our logo and some existing client-facing PPT examples to give you an idea about what we have been showing to clients. I would also request that you review our website, http://www.destinycapital.com, as we would like to match the powerpoint to that for branding consistency.
Our brand is all about being clear in communication with our clients and keeping an optimistic tone in everything we put out so this project needs to allow for clear communication and not be too dark (stock images, colors, etc.)