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Set Yourself Apart from Other Agents

Done correctly, branding can help you create a favorable first impression with prospects. In many cases, if you don’t make a good first impression, you’ll never get the opportunity to make a lasting impression. The designers at STEP2SUCCESS will work with you to create a brand that presents professionalism and effectively communicates your message.

Features Include:

Custom logo design

Work with our design team to create / update your logo to visually communicate your professionalism and what makes you unique.

Business card, stationary and envelope design

Present yourself as a professional to all your clients with a consistent brand across your business cards, stationery and envelopes.

Stationery and collateral material

Incorporate your logo and a consistent ‘look’ across all collateral material, including

  • Business cards
  • Stationery
  • Brochures and sales sheets
  • Pocket folders
  • Workbooks
  • PowerPoints
  • Website

Personal Bio sheets

As an advisor, you are essentially the product. A concise, well written biography is one of the most important components of your branding package. Your biography answers the two most important questions prospects ask themselves: “Can I trust you?” and, “Are you qualified to help me?”

Custom Packages

From a logo and stationery to a full package including collateral material and website, our design team will work with you to develop a brand that effectively communicates your message.

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Branding / Identity

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