Give Beacon's PowerPoint the extreme makeover it needs
tinad1 needed a new PowerPoint template design and created a contest on 99designs.
2 winners were selected from 29 designs submitted by 11 freelance designers.
Some of the designers who made it happen
How tinad1 started their powerpoint template journey
Who are you known as?
Beacon Wealth Management, LLC
Tell us a bit about who you are and the people you reach
We offer financial planning and investment management to high net worth individuals, families, and small businesses. Beacon is a small, boutique firm that offers personalized, high-touch/high-tech type of service.
Target Audience consists of 4 different buyer personas:
Millennial Max - New investor, 25-31 years of age, $90k income, works in tech.
Retired Richard - Experienced investor, average age 67, $400k total annual income, adult children, spending time with family and travel.
Sid the CEO - Married, avg age 65, $600-$900 annual income, lives in NY/NJ Metro Area and owns vacation home.
Dr. David - Married, established investor, avg age 62, married with adult children, travel, art, and synagogue.
What industry do you think your business is most related to?
Content to include in the template
The design should compliment our website http://www.beaconwealthmangement.com and other branding elements such as business cards and folders, see files.
Other notes
Our intro to services deck goes to prospects, people who are not yet clients. The current deck needs a complete overhaul.
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