Is it visually appealing and does it reflect your brand?

While the main focus of a report should be on the client, there is a huge ‘branding and marketing’ opportunity that these documents offer.

With the advice process, the majority of the documentation they receive will be from other companies; not your own advisory business.

Take this limited opportunity to impress your clients and help establish your brand.

With improved design, you could make the document something that the clients actually want to read and demonstrate to them that you go above and beyond.

Company branding, colour schemes, typography, headings & subheadings along with digital & physical delivery formats, are only a few examples of good design techniques available to you.

‘Look how much effort my financial planner put into helping me understand my finances. You should go and see them.’

Insight Report

Discover the 6-step approach to better client reports.