This conference presentation was created to showcase advanced strategies for dramatically increasing production in financial advising. Delivered at the Elite Advisor Summit 2022 in Puerto Rico, the presentation provided actionable insights into leveraging innovative wealth management techniques, optimizing tax efficiency, and building stronger client relationships. The design incorporated professional visuals and a structured layout to communicate these strategies effectively, aligning with the high standards of the summit.
David McKnight - President, Power of Zero
United States of America
April 2021
Microsoft PowerPoint
Conference Presentation
Microsoft PowerPoint, Adobe Photoshop, Adobe Illustrator
Presentation Design, Graphic Design