Allworth Financial is a Registered Investment Adviser that provides customized and comprehensive financial guidance to markets across the country. In 2024, their EVP of Marketing reached out to request some presentation design expertise. They had some investment pitch decks that needed improving and they had a very, very short deadline — one week.
The logistical challenge was embraced and after a few days of collaboration and testing, a final product was produced in just under 5 days that beyond satisfied the SOW. A clean, professional presentation template that could be leveraged by internal stakeholders across different markets was delivered and ready for use.
