Helping smart, savvy businesses find more best clients

Lois Smith Team

Credentials Package

Marketing Effectiveness Award Winner

Objective

To differentiate its service offering and to ensure powerful and engaging conversations.


Solution

Lois Smith Team addresses what is at the heart of its clients’ financial concerns – their futures. The team’s long-standing business success and solid reputation is represented with the message, “Who is tending your future?” The campaign consists of a folder featuring a subtle blind emboss on the cover and housing two distincitve full-colour brochures. The team’s methodology is distilled onto a single page for ease of use in presentations. A blind-embossed card serves as both a note and a holiday card with the addition of a custom-branded insert.


Impact

Eight months after the launch, the team achieved its 12-month financial target. Energized by the renewed confidence in its practice and assured sustainable growth, Lois Smith Team expanded to become Smith Falconer Financial Group and continues to embed its message into the minds and hearts of all its best relationships.

“We looked at ourselves and our practice critically, which brought the team together, improved confidence and renewed our enthusiasm for what we do. The response from our most valued clients has been greater engagement and the results are already measurable.”

– Lois Smith