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Advisors First Mentorship Program Training Manual

This project is to build an engaging website that serves as a training manual that is primarily video-centric with all other supporting content (documents, excel-based calculation tools, presentations supporting external links). The website is to be designed to duplicate our client’s own financial advisory practice for his new mentorship program. The users are financial advisors who are looking to take their business to the next level. By creating this training website, advisors have a pathway to study, learn, implement, and reference within their own practices.

The three main sections of the site will pertain to Marketing, the Sales Pipeline (First Appointment, Second Appointment, and Closing Appointment), and Client Maintenance and Communications with sub-topics broken one or two levels deeper. We are creating and editing all video content internally as well as supplying all content to be uploaded. I have envisioned that the training be in a logical linear progression in the same order as the main sections above so that understanding of material is easier to for advisor comprehension and reference within all facets of the sales cycle- however open to creative ideas.

Also, security and control of all materials is of high importance on the site. Anybody who has access to the sight should not be allowed to download or copy any form of information except where specifically tagged as downloadable.

I’d like to see a “Tool Shed” where any calculation software or excel-based tools are found. How to handle the excel-based spreadsheet calculators from a security standpoint is up in the air.

We will need this to be in a CMS where our staff can easily manage content without any coding needs. Also, the site needs to be designed for cross-platform use across iPads, iPhones, and Android-based devices with the ability to have on-demand presentation, calculation, and file viewing from any device.

The brand logo and tag-line have already been created as well.

Project must be functional no later than June 15th. We're on a tight deadline!

Compétences : Conception graphique , HTML, MySQL, PHP, Design de site internet

Voir plus : website design one on one training, website design ideas study, video marketing ideas, two levels, the need for business information presentation, the design cycle, study logo design, study logo, sales presentation design, program download website, program design software, presentation design ideas, php program download, php manual, order creative logo design, on line presentation, on line business ideas, one up communications, on air logo, marketing video ideas, manual logo design, manage android devices, logo design program download, logo design on demand, logo design manual

Concernant l'employeur :
( 0 commentaires ) Nashville, United States

N° du projet : #1651343

7 freelance font une offre moyenne de $17/heure pour ce travail

cpt2011

Will give you the 2 dedicated developers to finished the site and we done similar sites. We are CMMI Level 3 Certified Company. Check Pm for more details Regards, Shree Changepond Technologies Team

$15 USD / heure
(35 Commentaires)
8.1
qitsol

See our portfolio, Over 300 jobs completed with highest completion rate.

$25 USD / heure
(97 Commentaires)
7.0
jarinakter

Hi, I am highly experienced in Webpage Design Wordpress, Joomla, PHP, My SQL, both Onpage and Offpage Optimization Skills........So Please Check PMB For More Details........

$15 USD / heure
(20 Commentaires)
5.3
customapps

Good background info, but you are not saying much about the specific functionality required. Anyway, I am interested in this project.

$15 USD / heure
(10 Commentaires)
4.7
michaleblake

Hello, i have 12 years work experience in this type of project. if you kindly give me a chance then i will prove my ability. It will be my pleasure to work with you on this project, to make your work easier and quicker Plus

$20 USD / heure
(0 Commentaires)
0.0
Nathensales

PLEASE CHECK PMB

$15 USD / heure
(0 Commentaires)
0.0
ndot2012

"Hi please check my PM for more details"

$15 USD / heure
(0 Commentaires)
0.0