Customized Financial Booklets 


We’re delighted to be offering advisors an improved, more personalized customization service for our educational booklets on investing, retirement planning, and other essential financial planning topics.  Our team works with you to create a specially customized cover that serves as a valuable client acquisition and retention piece. 


How Does it Work?

Simply email the information you’d like on your customized cover to, or call 212-485-8800 for assistance. We’ll send you a PDF of the cover for review, and make any changes that you request.

Here’s what we’ll need to create your cover:

  • Logo file
  • Contact information that you’d like included on the cover, including:
    • Name
    • Title
    • Credentials, licenses, etc.
    • Business/Firm name
    • Address
    • Phone, mobile phone
    • Email
    • Company URL
  • Introductory message or letter to be printed on the inside front cover
  • Any required disclosures or disclaimer language


The Benefits

The business benefits of customized financial education booklets remain the same:

  • Door-openers for establishing or renewing client relations
  • Memorable direct mail campaigns
  • Promotion of a new product or offering
  • Distinctive component of ongoing communications strategy
  • Support materials and leave-behinds at seminars and conferences

Contact Us to Customize