Company Rebranding
Potjer Financial Resources
The featured designs below were used to create a new and consistent brand for Potjer Financial Resources that showcases who they are and what they do to new, potential, and current clients!
For in-office use I created a Brand Guide book and overview. Below you will also find tri-fold brochures, informational client packets, client newsletters, and social media campaigns. Other marketing initiatives included local print and digital ads, a company 30th Anniversary Party, and more!
Brand Guide
The following brand guide was made for internal use. It outlines logo use, typography, the company’s core values, frequently used design materials such as social icons, and the overall brand imagery.
Brochures
The following brochures each have an intentional purpose for the company.
Welcome to Potjer Financial Resources | introduces new and potential clients to the company
Creating Your Financial Plan | outlines how the company approached financial plans
What is the CFP Certification | outlines the financial planner’s certifications; gains client trust and builds a reputation with them
Circle of Services Note Taker | outlines all the potential services the company offers in a easy-to-read format; used as a note-taker in client meetings
New Client Folder Materials
The following materials outlined basic information about the company, the typical clients they serve, the new client process, plan types, and all the services they offer.
All of this information was made with the clients in mind. It gives them a helpful guide and resources to look over in their first meeting - whether they are a new or prospective client.
Monthly Client Newsletters
Click on one of the Newsletter cover pages below to view the full newsletter!
Social Media Campaign
The following campaign was made to take an “education-first” approach to financial planning, with a focus on facts!
Miscellaneous Additional Ads & Resources
