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Marketing Solutions For Financial ProfessionalsTM

FlexFolder

The ultimate professional brochure package for independent advisors. This high-quality piece organizes your entire marketing package and cultivates a uniform look throughout all your materials. Easy to produce and adapt as your business grows. Includes a pocket folder and brochure inserts.
Featured Product

Bob Keebler’s Monthly Tax Analysis And Explanation

Robert S. Keebler is a leading educator of accountants and lawyers on income and estate taxation and IRAs. Now, private wealth advisors can educate their clients using Keebler’s tax analysis and explanations for just $300 annually.

Related Products
Flex Inserts
These single sheets complement our brochure offerings and fit in a Flex Folder. Use for fact sheet, bio or to highlight your firm’s specialty.
 

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Elite Brochure

A 12-page, full-color brochure to help you attract high-net-worth individuals. Select from 9 high-impact design templates and we’ll customize with your logo and copy.

Elite Brochure Video


 

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Choice Brochure

This four-color bi-fold brochure is well suited to advisors on a budget who still want a polished presentation.

Choice Brochure Video


 

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Logo Design
The right logo reflects your firm’s message in an instant. Build enduring value in your company by creating a logo that captures your firm’s mission.
 

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FlexFolder allows you to create the ultimate professional brochure package. It organizes your entire marketing package and provides a uniform look throughout. It’s easy to produce and can grow with your business.

FlexFolder consolidates your brochure and other inserts inside a pocket folder. You choose a pocket folder from our attractive assortment of pre-designed templates, and we customize it with your branding. Your logo is placed on the cover. Your pocket folder’s design matches the brochures we create for you. We provide three choices of brochure inserts for your FlexFolder:

  • Elite Brochure: a full-color 12-page brochure bound in 100 lb. cover stock that is perfect for advisory firms competing for high-net-worth clients with private banks, Wall Street consultants, or trust companies.
  • Choice Brochure: an 11” by 17” bi-fold that we design, complete with marketing copy, and print professionally in quantities as small as 200.
  • FlexInserts: attractively laid out single sheets with your staff biographies and explanation of your services, printed in full color on 80 lb. stock.