Transforming financial advisor data, specifically for equestrian families, into a compelling service and sales document.
Brand Collateral
Copywriting
Design
Challenge
Taking a pre-existing Word document PDF template and creating a new deliverable for a well known financial advisor that would resonate with current clients and ultimately help to secure new clients.
Solution
Collaborate with the client to create a professionally printed book that would elevate their services, emphasize insights and provide the reader with a document they can continue to reflect on.
The Impact
A 40 page book was designed in a newly established brand identity that was ultimately printed and distributed to clients across the United States.
Services Provided
Creative Direction
Layout Design
Pre-Press
