Today, clients judge or evaluate you as much by your branded materials, particularly your website, as by how you dress – and they'll probably see your materials first. So, it's very important to develop materials that strengthen your brand and extend it. Raymond James Marketing helped us do that.
Margaret Starner, CFP®
Senior Vice President, Financial Planning
Team focused on serving long-term clients.
Focusing on total satisfaction, not just portfolio performance.
Potential clients should be interested in a long-term, highly personalized approach to financial advising.
Develop a suite of materials around the practice’s central philosophy of only working with clients in whose lives they can truly make a difference, and create a visual identity that builds on a custom logo and color palette.
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CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.