Agency Creative Portfolio

This material is intended for use by � nancial professionalsSerious Solutions - Today and Tomorrow 800.225.4896

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Personalized Brokerage Services, LLC6001 SW 6th Ave., Suite 330Topeka, KS 66615

800.225.4896www.accesspbs.com


Contents Our Story

Brand Management

Brochures

Print Ads

Direct Response

Web Design

Custom Video Production

Workshop Marketing

Client Appreciation Events


Our StoryPersonalized 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 almost 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.


Creative PortfolioWhether 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 ten years and have expanded the team and services throughout the 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.


Brand Management

Logos

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.


Brand Management

Image Kit

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.

BrochuresHaving 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, 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.

For Financial Professional Use Only - Not for Public DistributionSerious Solutions - Today and Tomorrow 800.225.4896


Print AdsPrint 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.


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 peek your clients’ interest.


Web DesignUtilizing 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 that 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.


Custom Video Production

We handle the entire process from concept to completion including script writing and media placement. Personalized Brokerage Services produces broadcast quality videos to be used in multiple platforms from television to website streaming all in house. We go beyond just videotaping 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.


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 next workshop successful. Your next workshop 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.


ClientAppreciationEvents

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 clients mind, and is executed efficiently.

This material is intended for use by � nancial professionalsSerious Solutions - Today and Tomorrow 800.225.4896 INVESTOR AWAKENING MAGAZINE


Personalized Brokerage Services, LLC6001 SW 6th Ave., Suite 330

Topeka, KS 66615

800.225.4896www.accesspbs.com

#1674 - APP - 10 - 08 - 2013

Agency Creative Portfolio

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