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AGENCY CREATIVE PORTFOLIO


OUR STORY Personalized Brokerage Services is a full-service marketing and business development agency dedicated to helping build, brand, grow, and protect your practice. As one of the oldest field marketing organizations, celebrating over 25 years of helping financial professionals, we offer a full range of services in-house, including advertising, public relations, creative, media planning and buying, interactive design and development, lead generation, strategic planning, practice development, and more. Even on the day Personalized Brokerage Services was founded, we knew things could never be the same. The needs of financial professionals were changing, and we have been there to respond ever since. And so, what began in 1988 has evolved into a fully integrated marketing and business development agency focused on helping transform the lives and practices of each individual we have met. Our focus has never changed! We continue to understand and address the needs of financial professionals and strive to deliver custom holistic solutions to help bring your practice to the next level. Your current way of doing business got you to where you are today-with careful strategic collaboration, the growth possibilities for your practice are endless.

Personalized Brokerage Services 4910 Corporate Centre Dr. Suite 210 Lawrence, KS 66047 800.225.4896 www.accesspbs.com

For financial professional use only - not for use with the general public.


Whether financial professionals collaborate with us for one particular need, or allow us to help them create a full marketing strategy, Personalized Brokerage Services offers an integrated way of approaching your brand development. We built this integrated marketing agency model by combining our skills and building the agency all in-house in order to provide a comprehensive approach to marketing. Integrated marketing wasn’t something we started doing because it was the “next big thing” in our field. We’ve had these combined focus areas under the same roof for almost 10 years and have expanded the team and services throughout that time. So, in addition to web, print collateral, video production, advertising, graphic design, public relations, and multimedia services, we also offer fully customized marketing programs that act as “turn-key” for your practice. As an integrated marketing agency, we have and will continue to evolve and adapt as the needs of our financial professionals and our industry change. To understand how we can help your practice, see what we’ve done for others.

Serious Solutions Today and Tomorrow


Print Advertising

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10 Web Design

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Brand Management

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Workshop Marketing

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16 Prestige Brochure

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Interactive Experiences

Video Production

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20 Direct Response

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BRAND MANAGEMENT A well-integrated brand – one that shows a good design, your commitment, and demonstrates your reputation – can inspire clients to choose your practice. The brand you build communicates key information and perceptions on “how” you would like people to associate and view “what” you have to offer. Your logo conveys your brand identity and the nature of your services, along with your commitment to quality and your promise to your customers. In a highly competitive market, where clients make decisions in a split second, an attractive logo design can be the deciding factor in setting your practice and brand apart from the competition. Marketing continues to evolve with the digital era, but brochures, letterhead, and foundation brand collateral still play an important role in building sales-cycle relationships. Your image kit expands and validates the message of your brand: it explains the story of who you are, the services and values you offer, and what sets you apart from your competitors. Each piece should be engaging your audience and helping to reinforce your brand identity.

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Logo Business card front Business card back Letterhead Envelope

Personalized Brokerage Services

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Bi-fold Brochure Inside

PRESTIGE BROCHURE Having a professional brochure will always have an important place in a powerful integrated marketing strategy. Brochures help “tell your story� through print media by playing a key role during face-to-face communications, such as workshops and individual appointments. In addition,

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virtual brochure design through digital media serves a related function to its print counterpart. Whether offered via email or through a company website, a virtual brochure provides potential clients with a piece of useful information that they can download and take with them.


Quad-fold Brochure Outside

Bi-fold Brochure Cover

Tri-fold Brochure Cover

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POWERFUL AND COMPELLING ADVERTISING CAN HELP WITH BRAND AFFINITY AND GROWTH

PRINT ADVERTISING Print advertising only stands out from its competition when it evokes consumers’ emotional desires to experience the service being offered with the use of strategic messaging. Through compelling imagery, engaging content, and calls to action, our print ads are designed to help generate leads for your practice – to entice your consumers to experience all the services and value your practice has to offer.

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A workshop to help you make the right decisions

Social Security: Seven keys to enhancing your benefits

We will share many ways to enhance your Social Security benefits: • Ways to help you understand the basics of Social Security, including when you should start taking benefits. • Ways that take a deeper dive into Social Security, such as working in retirement. • When is a good time to start your Social Security? • How much are you able to earn while receiving retirement benefits? • How much is a spousal Social Security benefit reduced when the other spouse elects benefits early? • How does divorce affect retirement benefits? • Does a spouse still qualify for survivor benefits if the other spouse passes prior to electing benefits?

Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers? We can help. Together, let’s rethink your retirement.

Please select a date below:

or

Tuesday March 24 6:30 pm Dickey’s Barbecue Pit 111 N. Massey Blvd Nixa, MO 65714

Caution: Keep all text inside the green caution zone line. Trim: Final cut line. Text or background should not end at the blue trim line. Bleed: Extend all background color and images to the red bleed line.

Space is limited, so call (417) 886-1929 today to register.

Securities offered through Questar Capital Corporation (QCC), Member FINRA, SIPC. Advisory Services offered through Questar Asset Management, a Registered Investment Advisor. In Focus Financial Solutions is independent of QCC and QAM.

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1/8” - .125” 1/8” - .125”

Monday March 23 6:30 pm Riverwalk Off The Square 209 N. 2nd Street Ozark, MO 65721

Protect Your Privacy: Party in the Park At Harvest Group Financial Services we want to do everything we can to keep you and your family secure. This includes keeping your personal information out of the wrong hands.


13 DIRECT RESPONSE Our primary concern with direct marketing is focused on response rate and improving conversions based on each campaign goal. We utilize a balanced approach with your design that helps get attention, is attractive, appropriate, and effective. Having a direct response piece that stands out in appearance can help the overall performance of your direct response strategy. Our exclusive graphic designs combined with original ideas for getting attention will help pique your clients’ interest.

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WEB DESIGN Utilizing the latest technology, we design websites that act as well-informed and helpful sales agents to your customers 24/7. Imagine having a website that combines beauty with efficiency and creates a dedicated sales person that is always selling. Today’s web is viewed on hundreds of different types of monitors, laptops, tablets, and smart phones. We design responsive websites that adjust to the size of your viewing window, which helps your clients easily navigate through content regardless of the type of device used to view your site.

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RESPONSIVE WEB DESIGN HELPS PROVIDE AN OPTIMAL VIEWING EXPERIENCE

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WORKSHOP MARKETING A solid marketing mix that incorporates workshop marketing is important to connecting face-to-face with as many potential clients as possible. We arm you with what you need to help make your workshop successful. It should demonstrate a dynamic experience that tells your story and creates emotional connections with your clients. Personalized Brokerage Services will help with core competencies including: strategy, creative, venue selection, marketing, and more. Let us help set the stage for delivering targeted sessions that impact your clients.

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Foliomania brochure 2011


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Client Data Form 5 Cover Page 8 Evaluation Form Appointment Card 6 One Sheet Process 9 Brochure 7 10 Powerpoint Presentation Folder Customized Ads Client Starter Pack Personalized Brokerage Services

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VIDEO PRODUCTION We handle the entire process from concept to completion, including script writing and media placement. Personalized Brokerage Services produces broadcast-quality videos in-house to be used in multiple platforms from television to website streaming. We go beyond just recording and editing by helping generate ideas, writing scripts, and developing storyboards. We work closely with you to design custom messages that speak directly to your clients.

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The Beacon Retirement Group Dover, NH

Centaurus Financial Anaheim, CA

Spectra Asset Conservation Fort Worth, TX

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INTERACTIVE EXPERIENCES A good client appreciation event is a “one-to-many” event where you can thank everyone at one time. We help you “put on the creative hat” and strategically design events that are of interest to your clients. Whether it’s hosting a summer barbeque or planning the ideal holiday party, we will help develop your client experience that fits within your budget, is unforgettable in your client’s mind, and is executed efficiently.

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Our clients are the true winners. We are honored and gratified that they trust us to help them build their practice. At Personalized Brokerage Services, we are thankful and honored to be considered an award winning advertising agency that focuses strictly on independent financial professionals. We help inspire and create some really cool marketing for our clients. We are a full-service, award winning marketing and business development agency dedicated to helping build, brand, grow, and protect your practice. Personalized Brokerage Services offers a full range of services in-house, including advertising, public relations, creative, media planning and buying, interactive design and development, lead generation, strategic planning, practice development, and more. We’ve already helped thousands of independent financial professionals with their practice. Isn’t it time we show you what we can do for you! Learn more about how Personalized Brokerage Services can work with your practice. Call us today at 800-225-4896 to get started.


Personalized Brokerage Services 4910 Corporate Centre Dr. Suite 210 Lawrence, KS 66047 800.225.4896 www.accesspbs.com


www.accesspbs.com

CT#1674 3-31-15

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