Advisors' Clique

Sales savvy financial advisor in need of a range of sales and marketing assets.

Advisors’ Clique appointed WAM Digital to build a set of engaging sales assets to meet specific business objectives for client referrals, recruitment, prospect first meeting introduction and first meeting follow-up.

The brief included design assets that were engaging on a mobile device and that required the minimum of clicks and taps for the recipient to action.

Services

Sales content design

WAM Digital designed a variety of PDF, image and video assets that enabled some visual differentiation and very clear messaging to capture the attention of their digital native client base.

Introducing personal images and quotes from the Advisors’ Clique sender into the design, took the efficacy of the assets to the next level of engagement.

Advisors' Clique

Sales savvy financial advisor in need of a range of sales and marketing assets.

Sales content design

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