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.