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Marketing Solutions For Financial ProfessionalsTM

Flex Inserts

These single sheets allow you to create a package that’s easily customized to your prospect’s unique needs. Use Flex Inserts to highlight a specific firm offering or detail your unique investing philosophy. A great product that allows you to custom build each information package you send.
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.

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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.

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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.

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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.
 

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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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Single-sheet insert designs match our Elite and Choice Brochure and fit into a FlexFolder. Use them for a fact sheet, executive biography or to highlight a specific service. If you want to market a service to a targeted group—401(k) prospects, for instance—you can create a single sheet that will be added to marketing packages sent only to those prospects.

Template Marketing Copy is also available for use on single-sheet inserts, or you can hire one of our financial writers to custom-write copy. Work with our writers and designers to customize inserts to:

  • Highlight 401(K) services provided only to corporate clients
  • Explain fiduciary services
  • Display charts of an audited track record
  • Provide details about your investment process