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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.