Business Kit Assists Broker Recruiting
A pocket folder with inserts was used as a recruiting tool by an independent broker-dealer firm attempting to increase their financial advisor population. This business kit provided a good overview of the benefits of affiliation and was handed to prospects during home office visits or shipped to serious candidates only after a low-cost tactic employing a set of postcards and matching email communications were dripped on warm leads to measure levels of interest.
Headquartered in Bismarck, but with representatives doing business in 36 states, the firm wanted a look that positively communicated being independent, being everywhere, and being open to new possibilities while remaining rooted in the friendly culture of a family-run, midwestern company.
