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 ...

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 ...

The pitching process can take several months from start to finish. Often, at least for the agencies competing within it, that process climaxes with a presentation – a chance for the company’s top team ...

Have you ever had the ideal prospect walk into your office, hear your presentation and say "Thanks, but no thanks" or "I'll think about it" or any one of a myriad of reasons for not getting started? I ...

When an adviser first meets with a plan sponsor, he/she has the opportunity to show how savvy he/she is—about the company, the employee base and the challenges the sponsor faces in preparing these ...

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 ...