Designation Sellsheet

Designation Sellsheet

DESIGNATION SELLSHEET The Challenge One of the first projects I worked on with The Money Finder was a Designation Sell Sheet to be used at workshops to promote the Certified Cash Flow Specialist designation. I worked with the CEO to form a creative brief for what they...
Marketing Promotion

Marketing Promotion

Monthly Marketing Package The Challenge While working for The Money Finder, part of the incentive for Financial Advisors to enter the program was marketing tools to help with their practice. While the company was small, many advisors became accustomed to emailing the...
Symposium VIP Awards

Symposium VIP Awards

VIP AWARD EXPERIENCE The Challenge My time with The Money Finder marked their 3rd Annual Cash Flow Symposium. While I was not originally on the event committee for the Symposium, my team was open to new ideas on how to make the event memorable for the limited Target...
Promotional Book Cover

Promotional Book Cover

PROMOTIONAL BOOK COVER The Challenge While working with The Money Finder, a project came in to make a unique book cover for a book called “$pent, by Stephanie Holmes-Winton.” This book is about the Seven Money Mindsets used by Certified Cash Flow...
Stand-up Banners

Stand-up Banners

STAND UP EVENT BANNERS The Challenge While working for The Money Finder, I was given the task of building Stand Up Event Banners to accompany team members to trade shows, workshops, and other live events. The instructions given to me were to create a set of 3 Banners...

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