Marketing Collateral

With collectively 20 years of experience in developing marketing collateral for professional services firms, with a specialized expertise in financial services, we know how to create compelling, multi-purpose marketing pieces that fit compliance standards. Count on collateral that:

• Is unique to your business; we don’t pull from templates of images, text, etc, so your end piece is yours alone, not shared with the advisor or office down the block
• Meets your business and communications goals and your budget, delivered in a method that is cost-effective to create and reproduce
• Exceeds your firms’ expectations and passes any compliance review (we will work with compliance, guaranteeing the end product)
• Stands out in terms of quality and design amongst competitors in the marketplace

We can package a complete campaign and include the appropriate elements from the list below, or deliver items one-by-one, at your preference.

• Capability Brochures
  • Trifold, full color, full imagery
  • Custom text written for your firm differentiating your value proposition
• Firm Profile Brochure
  • 6-8 pages, full color, options for multiple sizes
  • Custom text including firm bios, products and services, etc; option for customizable slip sheets
• Newsletters
  • Hard copy template and/or e-mail template, custom for your firm
  • Options for simple template delivery or ongoing editorial support
• Stationery Set
  • Logo development if needed
  • Note cards, letterhead, business cards
• Pitch Book
  • Template for pitching new clients with suggested content
  • Content development if needed
• Presentation Folders
• Pull together entire package look-and-feel, options for slip sheet development
• Full color imagery or simple logo additions