Representative Projects
We have helped clients develop communications on a wide spectrum of topics for the full range of investor, adviser and internal audiences.
Re-Branding of Financial Advisor Marketing Materials
One of a handful of smaller, industry-focused agencies selected by a leading national bank to help re-brand the financial advisors within its brokerage affiliate following an acquisition. Content, design and print production for more than 100 customized pieces over a six-month period … read more
Image Brochure for Leading Broker/Dealer
Worked with senior management of top-five brokerage firm to plan content and develop copy for annual publication reviewing key business strategies and accomplishments each year 2002-2009. Proposed and refined themes in conjunction with corporate marketing … read more
IRA Season Branch Campaign for Leading Bank
Developed branch-level retirement season campaign for leading bank’s brokerage arm. Developed theme and identified deliverables. Wrote, designed and produced brochure, tent cards, client handouts, talking points and internal communications … read more
Other assignments have included:
- Developed suites of sales support materials on retirement planning, asset allocation and IRA rollovers for a leading brokerage firm.
- Developed suite of communications promoting leading private bank's wealth management services to other business lines within its organization.
- Developed concept and copy for leading insurer's variable annuity direct mail drip campaign.
- Developed content and copy for 401(k) enrollment kit for leading industry consultant.
- Developed content and copy for leading bank's internal 401(k)/defined contribution plan campaign.
- Wrote 529 Plan brochure for high net worth clients of major bank.
- Developed whitepaper on the case for international investing for a leading multi-manager complex
