As always AVM Studio's work is immaculate, all specifications are fulfilled and completed in a very short timeframe.
Highly recommend AVM Studio
The Loyalty Zone
- Leeanne D
Working with the designer was a pleasant experience. They were attentive to my concerns and quickly implemented changes. It was easy to describe what I wanted and have that vision put on paper. I will definitely be using them again for the many projects I have coming up.
How kurtymcleod started their other business or advertising journey
Who are you known as?
McLeod Wealth Management
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
We provide full-service investment management and estate planning services to high net worth business leaders and their families.
What inspires you and how do you envision the design for your business?
We are developing a one-sheet client communication piece -- a "wealth profile" -- that will describe the client's key characteristics, goals, and provide an inventory of our services they are currently using and which they have not yet engaged. This goals of this document will be to increase the effectiveness and efficiency of relationship management (reminding clients of their stated objectives and upcoming milestones and invite them to let us know if these have changed), to uncover business opportunities and increase penetration (reminding clients of our full breadth of complimentary services and additional product solutions), and also to increase engagement and referrals (invite clients to engage with all of our communications and content, and reminding them to provide referrals).
We would like this template to be clean and aesthetically pleasing, but we also want to be able to edit the copy and categories to suit our needs (both for filling in custom client information, and for changing the content as this piece evolves). PLEASE NOTE: attached are the Client Profile layout design itself, but also two other graphical pieces to give you an idea of what our design theme looks like. We would like something that is cohesive with our other materials.