Is Your Financial Services Brochure Scaring Off Potential Clients?
Money. No matter who you are, it’s as valuable as anything we have. Whether you have a little or a lot, it never seems to be enough and most people are very skeptical of who to trust when it comes to their finances. When I’m considering investing money with a person or company, I need to feel comfortable that they are competent, qualified and the best at what they do. Whether it’s a 401k rollover, a Roth IRA, insurance or even a simple stock transaction, money is not something that people take for granted! If you are in the industry, it is absolutely essential that you consider financial services brochure templates online before you meet with another potential client.
Whether you are a small independent financial planner or you work for a large corporation, the financial services brochure templates online at MyCreativeShop will give your prospects and customers the extra nudge they need to feel confident in your products and services. You’re asking people to put their lives and financial future in your hands…you need to do everything possible to look professional and position yourself as a complete expert in your field. If your brochures look cheap, your clients and prospects might get the impression that you aren’t doing well enough to invest in looking good and that could cause them to have second thoughts about you. Your first step to not only getting more business, but getting more appointments is a trip to MyCreativeShop.com to look at all of our financial services brochure templates online.
Do you fall into the category of a small independent finacial planner? If so, you probably have brochures from the companies that you provide services for, but do you have your own high-quality professional brochures? Our financial services brochure templates online will allow you to have the polished professional look of a 500 employee firm, even if it’s just you and your dog holding down the fort in a home office! You don’t have to be a huge corporation to look like one! By having top of the line marketing materials, you will be able to get more meetings with prospects and ultimately manage more of their financial matters.
If you’re on the other side of the coin and work for a larger firm, MyCreativeShop can help you too. Even though you work for a large company, it’s essential that you have a good rapport with your clients. Your business might have brochures explaining it’s products and services, but do you have marketing materials branded with your individual information? Maybe you specialize in a certain product or service….if so, you absolutely need to promote that you are an expert in that field and give the reader an overview of what you can do to help them. Your company brochure most definitely will not give the reader that warm and fuzzy personal feeling of attention to detail that they need to sign over thousands of dollars for you to manage!
No matter who you are, be sure that when you are using financial services brochure templates online, you always include these things. 1) Explain how you maintain healthy and loyal relationships with clients. 2) Write a few sentences about your work ethic and how much pride you have in what you do. 3) Display in big, bold words your philosophy for treating customers in the most ethical and profitable manner possible. 4) Tell a little about your personal life, background and family…people like to do business with people they can relate to. It’s always nice to know a little (key word: little) info about a person’s life away from work.
Follow these steps and use a high-quality and professionally designed financial services brochure from MyCreativeShop.com to update your marketing and your business. It’s time to grow…let us help!