Below, we've listed a few of the most common marketing materials used by finance professionals. If you already have these basic materials, is it time to refresh the words or images? Do the materials take advantage of modern digital and print technologies, such as QR codes, spot UV, and soft, velvety finishes? Are they well-written? Are they eye-catching? Are all your print materials consistently brand-coordinated? Are they current with any changes in your business? If you can check all these boxes for your existing marketing materials, you may be ready to go beyond the basics with new marketing ideas. Look for inspiration under "Other Ideas" below. 

Commonly used marketing materials in the finance industry:

Other Ideas:

Stretch Your Advertising Budget with a New Year Co-Op:  The New Year holiday is a time when many people feel re-energized about achieving health and finance goals. Consider partnering with other financial or health-related businesses to co-op on a direct mail booklet. You can significantly stretch your budget and reach more client prospects when you share the cost of advertising. Cdesigns can work with you and your partners to develop and mail your co-op advertising campaign.

Generate Trust and Inquiries with a Newsletter:  Consumers' ears perk up when it comes to ideas about financial security and growth. Consider sending out a quarterly newsletter. Share a few strategies for building and preserving wealth over time. Share strategies to minimize tax liabilities. Provide money-saving tips and other insights that demonstrate your financial expertise. A newsletter can help you become a trusted go-to for clients and client prospects seeking financial guidance.

Acquire Lots of Great Reviews:  Give satisfied clients a Review Card to subtly remind them that a review or testimonial would be very much appreciated. A Review Card tells customers how and where they can write a review for you. Making it easy for clients to review you increases your chances of getting great reviews in all the right places. Be sure to respond to positive reviews with a thank you.

Get Daily Brand Visibility:  Help your clients remember key dates and deadlines with postcard-sized calendar magnet. It's likely to end up on your client's refrigerator or near their desk, where your brand will be seen on a daily basis.

Strengthen Your Client Relationship:  Present your valuable clients with a gift that speaks to their unique passion, like a set of golf balls presented in your own custom-branded boxes. When your client feels you know and understand them on a personal level, it helps seal your position as a trusted steward of their financial matters.

If you need help with professional copywriting or graphic design, our talented and experienced team can help. Call us at 520-488-1706 or email to get started.