National Wealth management Advisory Company

Wealth Management Advertising Pocket Folder

National Wealth management Advisory Company

Goal:

Implement a cross-channel, integrated, and personalized experience for each recipient through targeted design details.

Tactic:

Design and distribute collateral as support to underscore the value of wealth management and instill trust in the efficacy of data generated.

Target:

  • High net worth investors
  • Existing clients

Results:

Strengthened the firm’s executive presence in the minds of target audiences.

Close up of wealth management branding Branding on pocket folder details of branding logo close up of details on pocket folder
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