A strong presentation bridges the gap between a creative’s vision and a client’s perception. And, the right presentation can mean the difference between a client’s buy-in and the outright dismissal of ...

Vickie Ridley of London agency Lucky Generals explains that planning, not pitch theater, is what wins new business. Lucky Generals CMO says it’s often best to downplay the theatrical elements of a ...

Even designers who are adept at delivering client presentations have had to modify their strategies for the new sheltering-in-place reality. Now, digital methods reign supreme. However, selling a ...

Have you ever brought what you felt was an incredible presentation to your client, only to be met with glassy eyes and half-hearted nods? Or perhaps you gave them a full arsenal of information in a ...

Discover the best AI tools to help freelancers win more clients, craft better pitches, and build lasting client relationships ...

Here’s some text to help you put together a topical presentation on beneficiary designations that you can customize for your next client meeting. To make it easier for you to prepare materials for ...

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow about which elements go into an investment portfolio – and why. The slides are designed to help ...

Partnering with local libraries to bring financial education to interested people in her area has been a successful route to prospective clients for Darla Main, of Main Advisory, inc. in McMurray, ...