Wealth Management Company

Wealth Management Service Offerings Brochure

Wealth Management Company

Goal:

Implement a cross-channel educational advertising series for the firm’s financial literacy movement.

Tactic:

Create informational brochure to educate and inspire targets to take control of their finances.

Target:

  • High-net-worth investors
  • Existing clients

Results:

Client saw an influx of prospects interested in personalized financial services.

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