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Marketing Solutions For Financial Professionals™

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

Fritz Meyer Slide Shows

Financial economist Fritz Meyer's monthly PowerPoint slides for advisors to use for seminars, webinars, and client meetings.

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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