Financial Network Transitions Brochure
This project consited of one folder and 4 slim brochures that addressed the needs of people in transition. From helping an aging parent to divorce and estate planning. The rep could add whichever brochure to one slim pocket (it can accomodate all four at the same time) and then there was another pocket for letter-sized materials.
Financial Network Financial Planning Folder
Developed for advisors to use with their clients, this brochure/folder gave a high-level overview of the financial planning process. Each advisor could put more specific information in the center pocket.
Multi-Financial SmartSelect Brochure
Developed for advisors to use with their clients, this brochure/folder gave an overview of the SmartSelect investment product. We created branded materials related to the product that fit into the center pocket.
PrimeVest Financial Services
This is a 28 + cover wiro bound recruiting book. This piece was handed out to small banks thinking of switching to PrimeVest for their wealth management back office needs. It was broken up into four sections, delineated by color.