Industry: Financial Services
This 8-page brochure was created for a financial advisor who works primarily with high net-worth clients. Most such clients are professionals and business owners. Our strategy to begin a relationship with them is to teach them how to exit from their business or practice when the time comes. We assembled a team comprised of a lawyer, accountant, insurance specialist and tax expert. Together with the financial planner a seminar program was created using this 8-page detailed brochure to attract them.