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Case Study
Challenge:
Copper Mountain's sales representatives felt they were spending too much time teaching the basics of retirement planning, rather than closing sales. They wanted a marketing piece that would help "grease the skids" for a subsequent sales call.
Solution:
The agency created an easy-to-read brochure that explained the basic concepts of retirement planning. Basic principles such as Money, Time and Risk were explained in terms that even the novice investor could easily comprehend. Direct mail pieces announcing an upcoming sales presentation were also produced, and matched the look and feel of the sales brochure.
Results:
By providing this brochure to prospective investors in advance of a company-wide sales presentation, Copper Mountain reps were able to spend more time answering deeper questions about investing and specific mutual funds. As a result, more investors were eager to sign up and commit a higher portion of their earnings to a retirement savings program. The brochure gave investors the information and confidence with which to invest intelligently and regularly.
 
Cover
 
Introductory inside spread
For more information, please contact me.
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 |  |  |  |  |  |  |  |  |  |  | | | In addition to Copper Mountain, my list of financial clients also includes Wells Fargo Bank, Key Bank, First Interstate Bank, and Vancouver Federal Savings.
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