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Fixed Price: Less than $500   |  Posted: 1h, 38m ago  |  Ends: 14d, 22h  |   1 Proposal
I would like you to create a series of 5 short, but effective emails that I can use when a new client expresses interest in my financial services (investment) offerings. My plan would be to drip the 5 emails over 5 days. But I open to your advice and strategic direction. I have already outlined the content of each email, and will have reference material available to you so that you can flesh out the content. Experience with lead generation for financial advisors is a big plus, especially if you have worked with the Canadian financial industry. I will require plenty of other copywriting and marketing work in the future, so would ideally like a candidate with whom I could build a long term relationship. Obtaining email lists: Both Email platform system: Other or Not Sure Style of email: Additional comments: Please provide samples of similar work. Also in your submission, please indicate what kind of copywriting strategies you would use. (ex. a call to action at the end of eac...
Category: Email Marketing       

R****ger
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| R****ger
|    Canada
Fixed Price: More than $10,000   |  Posted: 4h, 34m ago  |  Ends: 6d, 19h  |   1 Proposal
This project is scheduled for 90 days, or about three months. You will be paid weekly, beginning May 1, 2014. In addition to your payment, you will learn a great deal about the future of automotive design. You will manage the administrative aspects of an intelligent car initiative for one of the world's leading automotive companies. The work will require you to organize and track the activities of software platform developers, smartphone app developers, mechanical engineers, human behavior analysts and volunteer drivers. Familiarity with popular spreadsheet tools such as Excel and Google Docs is very important, especially formatting. Scheduling will be done using Google Calendar. You will communicate with other project participants via Skype and Email. You must be an exceedingly organized person. You will be able to work from home, or anywhere else. You will need to meet with the project team in person about every two weeks for about two hours, at the SPUR center on Mission Stre...
Category: Other - Administrative...       
Preferred Location: United States

a****ata
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| a****ata
|    United States
Fixed Price: Less than $500   |  Posted: 8h, 15m ago  |  Ends: 14d, 15h  |   5 Proposals
To calculate (1) how much will accrue and (2) growth forecast, if different groups are investing different amounts over a set period of time
Category: Financial Planning       

G****she
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| G****she
|    United Kingdom
Fixed Price: $20 - $25   |  Posted: 9h, 29m ago  |  Ends: 14d, 14h  |   6 Proposals
Will provide reference sheet and working sheet...(attached) Need 3 years.. cash flow/ROI/break even analysis in attached format.. in excel sheet.Plus 3 graphs from the data..(BEP, PL, ROI, EBITDA ) Must be linked formulas, so that this acts as a template for any changes Person who completes fastest gets the job
Category: Financial Planning       

E****nce
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| E****nce
|    Singapore
Fixed Price: Not Sure   |  Posted: 20h, 24m ago  |  Ends: 14d, 3h  |   23 Proposals
I am beginning a new venture and need to present a well thought out and easily understandable way. Knowledge of demographics and performing and documenting financial analysis.
Category: Investment Analysis       
Skills: Financial Analysis       

m****ock
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| m****ock
|    United States
Fixed Price: Not Sure   |  Posted: Apr 17, 2014  |  Ends: 28d, 21h  |   9 Proposals
I need a detailed Business Plan documentation created for my new start up business. this document must include Financial Projections, Productions & Services info, Management and Support Staff Bios, Market and Industry information, My Patent information, few pictures of my websites and users pages, Sales & Marketing plan, Advertising model, Customer support data, etc..... I need confidentially agreement to be signed before disclosing any information during interview. Please provide your Skype ID and phone number for immediate interview. thanks Adam
Category: Other - Writing Services       
Skills: Business Plans, Business Writing, English       
Preferred Location: United States

k****mir
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| k****mir
|    United States
Fixed Price: $500 - $1,000   |  Posted: Apr 17, 2014  |  Ends: 13d, 17h  |   22 Proposals
I'm offering remote vital signs monitoring devices. Primarily targeting fitness enthusiasts, selling the device with mobile app. Secondary target segment is to partnership with ICT companies, to incorporate the devices into healthcare systems which will enable the users to take a proactive stance to their health status. I'll need a business plan to gather investments. The requirements are: Executive Summary Company Overview Products and Services Business Model Operations Model Market Research Industry Analysis Competitor Analysis Opportunity Analysis SWOT Analysis Marketing Strategy Operations StrategyOperations Strategy ? Roll out overview Management Structure Milestones & Timelines Financial Section Risks & Mitigation
Category: Investment Analysis       
Skills: Market Research, Marketing       

E****sia
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| E****sia
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 17, 2014  |  Ends: 13d, 17h  |   14 Proposals
JDi Data is a software design company and currently seeking a UI/UX specialist for a new software product launch. This project will involve both UX Design and UX Research of consumer-facing financial product user interfaces for web and mobile platforms. Requirements/Job Description ? Bachelor's degree in Human-Computer Interaction or similar field; an advanced degree in human computer interaction, user interface design, human factors or design planning, is preferred. Significant relevant work experience may substitute for an advanced degree. ? A portfolio that demonstrates the ability to strategically create compelling user experiences that factor in business goals, development capabilities, design standards and user needs. ? Experience creating conceptual models, site maps, interaction flows, design patterns, UI specifications, taxonomies and metadata frameworks. ? Participate in usability testing activities to identify problems, validate UX proposals ? Strong visual, written, and...
Category: Design Project Management       
Preferred Location: North America

j****ata
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| j****ata
|    United States
Fixed Price: Not Sure   |  Posted: Apr 17, 2014  |  Ends: 13d, 15h  |   17 Proposals
Our company is in the need of a qualified and experienced financial writer who can articulate our investment thesis meaningfully and thoughtfully into a pitch deck, and a business plan. Candidate will be handed a draft write up on an investment opportunity and a detailed spreadsheet containing financial assumptions and results based on those assumptions. Candidate will also be required to submit ideas for communicating concepts visually. Note: This is *not* a graphic illustration job request, however, those candidates that have some graphic illustration experience will be considered. Candidate must provide some samples of prior work in the alternative financial services space and those with prior experience working at preeminent investment banks and brokerages will be given the highest consideration.
Category: Investment Analysis       

t****tal
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| t****tal
|    United States
Fixed Price: Less than $500   |  Posted: Apr 17, 2014  |  Ends: 1d, 15h  |   2 Proposals
I require a company to assist me in drawing up an executive summary for my business. It is to be a relatively brief, but well researched document to assist me in explaining our business range to our newly appointed attorney, auditor and accountant. It is not for investment purposes, but is to fully explain our business model. It is a document to be used to distribute internally and to our financial partners to distribute to their staff to help them understand what we do. No financial projections are required - but research on the scope and scale of the markets we serve is essential. We do not have this research so we expect that research to be be part of the scope of this work. The entire document is to be no more than 10 pages long. It is a brief.
Category: Business Plans       
Skills: Business Plans       

d****att
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| d****att
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 17, 2014  |  Ends: 13d, 15h  |   2 Proposals
Need someone to advise over a Crowdfunding Campaign that will bring in funds for a small single family real estate project.
Category: Financial Planning       

l****177
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| l****177 *
|    United States
Hourly Rate: Not Sure   |  Duration: 4-6 months  |  Posted: Apr 17, 2014  |  Ends: 13d, 14h  |   6 Proposals
Phone calls to existing clients of financial advisor to update personal information (phone numbers,emails & etc) and to schedule appointments. Also calling to schedule appointments with public school administrators (prospects) so they can learn more about retirement plan options that their employer offers. I'm not looking for 300 calls a day, only enough to get me two to three appoinments in a given day. Knowledge of Salesforce a plus. Background check required due to access to non-public personal information.
Category: Telemarketing       
Skills: Lead Generation, Sales, Telemarketing       
Preferred Location: United States

a****ley
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| a****ley
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Apr 17, 2014  |  Ends: 88d, 9h  |   0 Proposals
We are a professional and focused five-person team with a century of combined experience in the financial services industry. We strive to deliver world-class service to our clients. Our premier team emphasizes integrity, trust and service by placing an unconditional focus on the client as well as his or her needs. We leverage the global breadth and depth of UBS while maintaining the heart and soul of a two-person organization. Exceptional service for discerning investors ? We are The Lexington Group.
Category: Financial Planning       

c****ign
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| c****ign
|    United States
Hourly Rate: Not Sure   |  Duration: 1-2 weeks  |  Posted: Apr 17, 2014  |  Ends: 13d, 6h  |   5 Proposals
We are a financial advice business specialising in life insurance, estate planning and mortgage broking Job Description: We're looking for a Copywriter to create high-quality content for our website and brochure. Your responsibilities: - Develop content themes based on the direction and creative brief provided by our team - Write creative copy including headlines, tag lines, positioning statements and feature copy for articles, web content, emails, training materials, direct marketing materials and more - Ad-hoc writing projects as they arise Your qualifications: - Excellent writing, grammar, spelling and formatting - Expertise in web copy, SEO, and online (email) marketing a plus - An exceptional portfolio that demonstrates an ability to create compelling copy for a wide variety of brands, audiences and industries - A complete Elance profile - References or an established reputation on Elance preferred
Category: Copywriting       
Skills: Content Writing, Copywriting       

P****neM
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| P****neM
|    Australia
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 16, 2014  |  Ends: 13d, 5h  |   11 Proposals
I need a DESIGNER - I have developers, they just have no idea about good design, despite the job being agreed as design and build. I expect you to have your own website. You will need to point me to websites that are LIVE and that you have designed. Screenshots tell me nothing. Also: you will have to be able to provide me with references from people/companies with live sites that you designed. I expect YOU to design the site. Please do NOT expect ME to tell you how I want it designed, that's what I need a designer for! otherwise I'd do it myself. I will show you some sites I like and then you go from there. If you hire an architect to design your house you wouldn't expect him/her to sit around waiting until you tell him/her exactly what to draw. You rely on his/her architectural genius and that's why you pay him/her. I want to be really clear about this right right off the bat. Reason: I hired web developers, so-called WP experts who said they could design and build and they CANNO...
Category: Website Design       
Skills: WordPress, Web Design, 1444, 1445       

Y****123
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| Y****123
|    Australia
Fixed Price: Less than $500   |  Posted: Apr 16, 2014  |  Ends: 13d, 4h  |   4 Proposals
I have a client interested in putting up a business here in the Philippines. I need business plan/ proposal.. I will be in need of 2 business plan 1 for the web development and 1 for online teaching.
Category: Business Plans       
Preferred Location: Philippines

r****lis
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| r****lis
Fixed Price: Less than $500   |  Posted: Apr 16, 2014  |  Ends: 13d, 3h  |   22 Proposals
excel spreadsheet with multiple tabs and cross reporting to track projects by type and location
Category: Financial Reporting       

j****nti
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| j****nti
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Apr 16, 2014  |  Ends: 13d, 1h  |   19 Proposals
This is a great role for anyone out there who can handle themselves well over the telephone and enjoys uncovering opportunities for clients and customers. In our insurance agencies there will be a property and casualty product sold (Homeowners policy, auto policy, renters, policy, etc?) At the point of sale, the selling agent fills out a form on the new customer and then forwards the form to me. After I view the forms, I'll identify the financial need for each specific customer (life insurance/financial planning, etc?) and then forward the form to YOU, the follow up assistant. The job, for you, will then consist of; 1) A phone call to the customer thanking them for their business. 2) Confirming the policies we're received in the mail 3) Ask how they enjoyed working with their agent 4) Describe the corporate referral program 5) Introduce the next step in the process by explaining to the customer you'll be having our financial specialist call them within the next 48 hours to explain w...
Category: Customer Service       

R****ian
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| R****ian
|    United States
Hourly Rate: $10 - $15 / hr   |  Duration: 1-2 weeks  |  Posted: Apr 16, 2014  |  Ends: 12d, 19h  |   8 Proposals
I need a professional person preferably with Masters Degree in Business Course and experienced in creating a professional business plan. This business plan will be submitted to financial companies for project funding. I have the ideas, concepts and sketches. All you have to do is create a professional and realistic business plan out of it.
Category: Business Plans       
Skills: Advertising, Branding, Market Research       

S****262
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| S****262
|    New Zealand
Hourly Rate: Not Sure   |  Duration: 1-3 months  |  Posted: Apr 16, 2014  |  Ends: 12d, 17h  |   2 Proposals
About EARN EARN is a national nonprofit that helps low-income workers save and invest in themselves and their families. We believe that big dreams ? and prosperity ? start with small savings. EARN is one of the nation's leading microsavings providers, and has set a goal of helping 1 million low income workers save $1 billion by the year 2022, using EARN's savings offerings. EARN will reach this ambitious goal leveraging technology and the three main streams of work that have driven our success since 2001: Project Scope Earn is undertaking the next phase on the development of its microsaving account Web application   [obscured]   See the Forbes article for more context on what we are doing   [obscured]  /sites/citi/2014/02/05/a-new-financial-tool-is-changing-the-way-americans-save/. Project Duration The project is expected to be three months duration. The planned start date is inApril and completion date in early July. Project Environment The project is using a...
Category: Web Programming       
Skills: MySQL Administration, HTML, PHP, Python       
Preferred Location: United States

t****arn
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| t****arn
|    United States
Hourly Rate: Not Sure   |  Duration: 3-4 weeks  |  Posted: Apr 16, 2014  |  Ends: 27d, 16h  |   9 Proposals
We are looking for a competent ghostwriter for an e-book about retirement planning and investing. We will provide an outline and relevant resources we have available through our education division, Equity University. Resources will include reports, guides, webinars, case studies and applicable outside references. Attached is an example guide we would provide in order to familiarize yourself with the concepts. Our candidate should be able to conduct additional subject-related research in order to write intelligently on the topic. We will provide an outline for each chapter and will work with the candidate to mold the process so it is beneficial for both parties. The ghostwriter should be able to write in a way that can connect to the reader's aspirations and goals and to motive the reader to act. The project will progress in several stages as various sections of the book will also be written by contributing authors relevant to the financial services industry. We would like to have the...
Category: Ghost Writing       
Preferred Location: United States

E****any
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| E****any
|    United States
Fixed Price: Not Sure   |  Posted: Apr 16, 2014  |  Ends: 12d, 16h  |   19 Proposals
I need you to design and build a new Web site for my small, boutique professional services firm. Then upload to a new Web host and make sure everything works as we expected. Site needs to be in WordPress and I would prefer a custom built site rather than based on existing commercially available templates. However, I will consider high-quality templates if you are able to select on that does everything I need the Web site to do. Please consider my top three example sites when recommending an existing template. In your bid, please specifically mention which 1-2 existing templates you would use if you plan to utilize commercially available template. I expect to have 7-8 top-level pages. Some top level pages will have 1-2, maybe a third, sub-pages. At the moment the only media I have are photos, but I will eventually want to upload video and audio so site should be capable of accomodating this. Will also need to incorporate links to my book at Amazon and Barnes & Noble, a...
Category: Website Design       
Skills: HTML, PHP, WordPress       
Preferred Location: North America, Western Europe

a****zak
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| a****zak
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Apr 16, 2014  |  Ends: 12d, 5h  |   2 Proposals
president, vice-president, executive officer (CEO); director, deputy director, managing director, financial director, marketing director; general manager, assistant manager, manager; personnel manager, production manager, marketing manager, sales manager, project manager; supervisor, inspector
Category: HR Policies & Plans       
Skills: Business Analysis, Human Resources       

d****ock
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| d****ock
|    Brazil
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