Questions to Begin the Process

The marketing approach you choose will dictate what types of printed materials and brochures you will need. If you anticipate growing your firm primarily through referrals and family contacts, a good web site may suffice. If you will be reaching out to prospects unfamiliar with your firm and its capabilities, you will need printed brochures and marketing materials.

To determine what level of materials you will need, you need to answer the following:

(1) Who will present your services to the prospect?

(2) How will you control your message? If your investment strategies will be marketed by registered representatives or investment advisor representatives, you will need to provide those individuals with materials that clearly explain how you manage assets, what clients should expect, and what you expect of clients.

(3) How will you maintain contact with prospects to help them make their advisor decision? Will you rely on emails, direct mail, contact by a third party or personal follow-up?

Once you've established a marketing direction we can assist you with writing, designing, and producing your printed pieces, from basic mailer-size brochures to formal folder presentations.

SEC and FINRA guidelines regarding promotional materials for financial advisors are followed in the development of copy for your brochure as well in the use of graphics. While print costs vary based on design and quantities, the following are general costs for writing, design and preparation of print-ready files for a custom brochure that would fit a #10 envelope:

Design - $800
Copy development - $1,000
Graphics (photographs, custom charts) - $200