Financial Advisors Seek High End Ad

Accounting & Financial

We provide wealth management services, holistic planning, estate planning and business succession planning to high net worth individuals. Our target audience is wealthy people nearing retirement or entering retirement with $2,000,000+ in investable assets.

We are looking for a design to be used in an ad to be featured in the 2014-2015 Business Journal Book of Lists. The Book of Lists is an ovesized book measuring 14in x 10.75in. The cover is glossy but the inside pages feel similar to newspaper print. Our placement is on the Wealth Management page which is a two page spread listing the top wealth managers in the area (we are on this list). We have the bottom half of the right hand page (full color) asour designated space. The dimensions are 10 x 6.25 horizontal. The ad is accepted in pdf/x-1a files, InDesign v CS6, Illustrator v CS6 or Photoshop v CS6. PDF is preferred because we have limited software on work computers and will only be able to open pdf (See other for more details on ad specs). We are looking for an ad that we can resize and use in other publications to help us brand. We are part of Wells Fargo Advisors but are not emphasizing that (our compliance does not allow us to use the logo below with the company logo). We want an ad that is geared toward high end individuals. As far as text, we can use the same as the Queens ad attached but _we can lose the line that says “we’re with you every step of the way.” The bullet points should be as follows:_ 1. _Holistic Planning_ _2. __Investment Management_ _3. __Estate Planning Strategies_ _4. __Business Succession and Executive Compensation Services_ _5. __Private Banking Services_ _Somewhere we can add the follow: ‘Advising new relationships with investable assets of $2,500,000 or more.’_

I have attached 3 files. The first is our "logo." It cannot be used in conjuction with the Wells Fargo Advisors logo (not attached). I have included a picture of Jeff and Jason (Jeff is on the left). I have also included a previous ad to show our contact information and the disclosures that will (likely) need to be added to whatever is produced. We like the color "financial security blue" which is close to navy and gold. _Jeff and Jason are two very serious, but very fun guys. They are very good at what they do and really serve their clients well. You can learn more about the business by checking out the attached ad. Think high-end, Ritz-Carlton, Four Seasons type treatment. We do a lot of client events and are very endeared to many of them. You can learn more about their philosopy with the ABCAP ad attached._ *All camera-ready ads are required to be submitted as industry standard PDF/X-1a files. *Files must be prepared in a layout program such as InDesign or QuarkXPress. Type must remain vector and the fonts embedded. * The document size of the PDF should be set to the actual ad size (consult the display ad size chart above.) Files should not contain crop marks, registration marks or slugs. * Color ads should be CMYK only. Pantone, spot colors or RGB are never used. Color ads with an ink density higher than 220% will be automatically converted which may result in an unexpected color shift. * Newspaper advertising cannot bleed.

Every design category has flexible pricing for all budgets. Postcard, flyer or print starts at $269.