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

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