Marketing Staging

Star-Quality

Star Quality

A special ability that makes someone seem very successful or better than other people: He is a player who has the star quality to delight his fans. Skill, talent and ability. A magic touchidiom. Ability.
Definition from the Cambridge English Dictionary

Our Marketing team is here to help you sharpen and define your executive presence. We are here to assist you in delivering the next level of quality....star quality.

Are you ready to strengthen your current client relationships and increase your reach toward prospective clients? It all starts here.

Put your best foot forward as you introduce your new brand to your clients.

We can assist with introductory pieces, client letters and frequently asked questions documents.

 

Digital Assets
We have a range of digital assets for your branding needs

Our Marketing team has developed logos purpose built for the Investment Planners BrandGive your customers a new exciting look on your new brand.


 Stationary Mockup

Complete suite of
customizable stationery

Come to us for a complete and professional stationary layout.
Our package has the communication tools you need to deliver a solid
message to your clients. This customizable package can be shipped to
your office, or you can support your local printer with our print-ready files!

 

Custom Client information

 

Customized
Client Communication

Communication is key
You decide how often you want to communicate with your clients, and we will deliver compliance approved materials for you in the format that works best!

Custom content
Do you like to send emails, post to a blog, send a mailing? We can assist with any or all of the above. Weekly, monthly, quarterly.... It is up to you!

 

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Your Personalized Webpage

Use your website to communicate with your existing clients and potential new clients!

You can use this tool for instant communication that has an unlimited reach all hours of the day.

With just a bit of information from you, we can set you up with a professional website that will get you noticed and remembered!

 

Logo items

Logo items to share your brand

Sharing promotional products is a great way to keep your name in front of past and potential customers. Let’s work together to increase your brand recognition!

 

Print Advertising

Print Advertising 

Print advertising comes in a variety of forms, and we have you covered.

From signage at golf outings, ads in programs, or promotions for any other functions, we will create a themed and memorable piece to your necessary specifications.

 

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Branded Clothing

Whether you need branded items for 1 or 1,000, we have a system that makes it extremely easy and completely customizable. Choose from hundreds of styles, patterns and prints!

Our logos are loaded and ready in the system. With that, you’re just a few clicks away from a customized wardrobe for every season!

 

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Event Invitations and Management

From seminars to client appreciation events, we are here to assist with everything including locations, speakers, agendas, PowerPoint templates, banquet and event orders, onsite management, etc.

Talk to our team about how we can help you make your event a memorable success!

 

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Banners and Signage

Visability is important!

Indoor, outdoor, everyday or special event signage helps you make your mark on the world.

Let’s discuss your needs, and we will work to expand your brand inside and out!

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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
 
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
 

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