Organizing Your Financial Life PowerPoint
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Este cliente recibió 19 diseños de PowerPoint de 9 diseñadores. Eligieron este diseño de PowerPoint de IndreDesign como el diseño ganador.
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I need to create a PowerPoint presentation that describes our product and demonstrates how to use it. Our product is an organizational binder that helps clients put all of their important financial and legal documents in one place. I will upload all forms that will be in the binder, as well as our logo and the table of contents. Initially, I think it makes sense to have a slide for every section in the table of contents. There are 18 sections, so I would envision approximately 20 slides.
I would like the first slide to have a deep blue background, with the logo in a shiny gold if possible.
At some point in the presentation slides or throughout, I would like to have the LinkedIn logo, and I would like it to have the following contact information:
Shannon Hibschman
organizingyourfinanciallife@gmail.com
I have uploaded the forms that will be in the binder, and each file has a number at the beginning of the file name so they are in order of how they go into the binder. The table of contents is the second file, and will give you an idea of some discussion points.
I have uploaded a photo of the front of a binder to give an idea for color of the main slide and logo. However, please note that the NEW logo has been uploaded. The binder in the picture does not have the correct logo.
Objetivo del mercado(s)
Financial Advisors, Accountants, Attorneys, and clients of them
Tipo de industria / entidad
Financial Planning
Mira y siente
Cada control deslizante ilustra las características de la marca del cliente y el estilo que debe comunicar el diseño de tu logotipo.
Elegante
Atrevido
Juguetón
Serio
Tradicional
Moderno
Atractivo
Profesional
Femenino
Masculino
Vistoso
Conservador
Económico
De Alta Gama
Requisitos
Debes tener
- 1. I think we can condense the Table of Contents onto one slide by just listing the heading for each section (i.e. Survivor Instructions, Important Contacts, etc.) but leaving out the detail for each section. It will not be necessary to have page numbers for the items in the table of contents.
- 2. After the table of contents slide, I would like to have a slide for each section heading, and the detail for each heading on that slide. The slides would be:
- - title slide
- - Opening Letter
- - Table of Contents
- - Survivor Instructions
- - Important Contacts
- - Information Access
- - Asset Statements
- - Loan Statements
- - Household Billing Statements
- - Education Planning
- - Insurance Inventory
- - Estate Planning
- - Powers of Attorney
- - Family Legal
- - Business Formations
- - Healthcare
- - Future Income
- - Taxes
- - Personal History
- - Resources
- - Important Documents
- Each of these slides would have the content listed under that heading in the table of contents.
- The last slide should say something like "Thank You!" and have:
- 1. The Organize Your Financial Life logo
- 2. The LinkedIn logo
- 3. Shannon Hibschman
- 4. organizeyourfinanciallife@gmail.com
Agradable de tener
- Colorful visuals or graphics
No debería tener
- Slides with too much information on them