Send me a sample toolkit.

Please complete the form below and we’ll send you a sample toolkit.

Please fill all the fields marked*

*Thank you for the interest. Kindly note, we will forward the material request and follow up with you directly for the purpose of a one-to-one review between you and our team lead. You will NOT be contacted if your details are not complete or industry specific. We will NOT provide your contact details to others, we will NOT put you in an email list, or SPAM you.

Project News | March 06, 2015

Dual President Pack

After breaking away from Wall Street, a small group of advisors created an independent firm that could operate with greater transparency and simplicity.

The practice was growing and its founders needed a better way to tell their story to new opportunities — so we built out a full suite of print deliverables, as well as a targeted website, for both the prospecting side and the recruitment side.

These two channels, combined with ATF marketing and recruiting, provided them an efficient process for attaining new clients, while expanding their own team to accommodate that growth.

Comments are closed.

SHARE
< Previous Post
Prospecting 101
Next Post >
Trust, Integrity and Commitment

Top Posts

Sign up for our newsletter

Sign up to get growth, branding and practice management tips right to your inbox.

Subscribe for Our Content

Learn how to take your practice to the next level, with ideas and resources from some of the best practices in the industry.

By subscribing, I accept the privacy terms and I give my consent to receive AdvisorBranding e-mails about the latest newsletters.

Top