Graphic Designer for Financial Advisors

Newsletters • Post Cards • Banners • Handouts • Zoom Graphics • Newspaper Ads

Professional, custom graphics, designed for you.

In order to attract new clients, you need marketing collateral that demands attention — attention on you and your branch. We develop custom graphics & print designs for Financial Advisors that are designed to pass compliance, look fantastic and engage with your clients.

What graphics can we provide?

1-Page PDF Handouts & Branch Bio

Customized 1-page PDF handout designs that tell your unique story. They can be printed or emailed, setting your brand apart and selling your services to your prospects.

You provide the text
You provide an image or we can find a stock one
We design and layout the PDF
You get compliance approval
We deliver a print-ready PDF file and a compressed version for email

Direct Mail Postcards

Custom postcard designs that deliver your messaging right to potential clients’ doors. Print in-house or through a print shop for direct mail campaigns to stay “top-of-mind.”

You provide the general details of the project
We source an image
We design & layout the postcard front and back
You get compliance approval
We deliver either an in-house print PDF or artwork to provide to a third-party printer

Print & Digital Ads

Custom ad graphics that you can use in either newspaper, print, or even digital advertising campaigns. Grab the eyes of your potential clients and elevate your brand.

You provide the content and details
We source images and artwork
We design and layout the ad based on the publishers requirements
You get compliance approval
We deliver print-ready artwork that you can provide to the publisher

Email Signatures

We design custom email signatures that you can include at the bottom of all of your email correspondence to help tie together all of your branch branding.

You provide your headshot
We design and layout the email signature artwork based on your requirements
You get compliance approval
We deliver the final artwork

Learn more

Zoom Images

We design custom Zoom and other video conferencing images that you can use in waiting rooms or presentations to help build your visual branding and tie together all of your branch’s digital touch-points.

Let us know what your requirements are
We design and layout the graphic based on your requirements
You get compliance approval
We deliver the final artwork

Featured: Newsletter Design

WOULD YOU LIKE TO CONNECT WITH EXISTING CLIENTS AND KEEP THEM UPDATED ON YOUR BRANCH?

Learn More About Newsletters

How does it work?

STEP 1: Discussion

Do you have some ideas that you’d like to discuss? We can chat and discuss the details of the project. What is the desired outcome? Who is the audience?

STEP 2: Drafts

Once we have some idea of what the project requires, we will develop a rough draft that hopefully captures the basics of what is needed.

STEP 3: REvisions

Next, we’ll get a list of things that you would like to have changed. We will make the revisions and send you a JPG or PDF of the design.

STEP 4: Compliance

You can take those proofs and send them along to compliance for review.

STEP 5: Compliance Revisions

If compliance requests any changes, we will work to incorporate those into the design.

STEP 6: Final Artwork

Finally, we will deliver print-ready artwork and files that you can provide to your printing vendor. If we need to make any changes after they see the designs, we’re happy to do so.

Financial Advisor Graphic Design Packages

Value

$375 for 4 hours
about 2 to 3 projects
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Pre-paid block of hours. This time can be used for any graphical design work that is needed.
Growth

$725 for 8 hours
about 4 to 6 projects
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Pre-paid block of hours. This time can be used for any graphical design work that is needed.
Aggresive

$1,275 for 16 hours
about 8 to 12 projects
■ ■ ■
Pre-paid block of hours. This time can be used for any graphical design work that is needed.