Integrated marketing pieces
What do you get when you put a guide with a postcard and a PowerPoint? Marketing collateral that gets attention. I wrote a consumer-facing guide, “Your Core Retirement Decisions,” for financial planning professionals to use to attract prospects. The timeline was wildly popular for its effectiveness in clearly communicating the importance of making certain retirement decisions at certain times. I also helped create the presentation that advisors use to present the material in the guide, the process for advisors to use to generate appointments and the postcard and a one-sheet flyer to help attract prospects to the free presentations. The landing page where financial planning professionals can request more information on the Core Retirement System gives a peek at the timeline (on the computer screen), the guide’s cover and the event postcard.