Presentations That Turn Prospects Into $500K+ Clients
Your expertise is world-class, but your presentations look generic. Prospects can't see what makes you different from every other advisor they're meeting with.
I create professional, persuasive presentations that clearly communicate your value and approach. Each presentation is designed with user experience principles to guide prospects naturally toward a 'yes' decision.
What You Get:
Investment Philosophy Presentation:
Clearly explain your approachFinancial Planning Process Overview:
Show how you work with clientsMarket Commentary Templates:
Professional quarterly updatesClient Onboarding Presentations:
Set expectations from day oneCustom Branded Templates:
Consistent professional appearance
The Process:
Discovery Call Understand your approach and style
Content Strategy
Plan presentation flow and messaging
Design & Development Create professional, branded presentations
Revision & Refinement Perfect every detail
Delivery & Training
Hand off with usage instructions
Investment:
Starting at $1,500 per presentation package
