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The Project Scope

We were tasked with creating 16 presentations that could be used by financial advisors to cover the broad range of financial topics (retirement, taxes, investing, etc.). At the time, the marketplace was flooded with presentations that ranged from “dated corporate looks” to “uninspired renderings.” So, aesthetically, the goal was to create a fresh highly-visual alternative to the standard presentations for resale on the market. These slides demonstrate the range of styles and visual devices used throughout the series.

Currently, the presentations are used by hundreds of financial advisors throughout the country and are estimated to be in the hands of thousands of advisors by the end of 2013.

Project Details