Doing the branding for a client that works with a wealth management company is a special challenge. There is a compliance issue for one. Plus the logo and branding that exists already had to be taken into account in order to convey that my client was an extension of that company as she serves her clients in her own, unique way.


I took a look at her company’s professionally branded look and after meeting with her over coffee and gleaning more about her personal style I came up with a design she loved. It incorporates the logo while adding a sense of my client’s approachable style. I then adapted it to her various marketing materials such as her bio, event flyers, postcards, ads, etc.


The first round of items I produced garnered such a good reaction from her clients and prospects that we are now working on a new array of materials, including a rush invitation she used on social media to announce a Valentine’s Day event she was presenting at.

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