Buying or Selling a Book of Business

Entrant Company

Capital Communications

Category

Design & Print (NEW) / Brochure

Client's Name

BMO Global Asset Management - Canada

Country / Region

Canada

Experience Level

Agency

Capital Communications ideated, wrote, designed and printed a comprehensive, tactical handbook for succession planning, to serve as an evergreen resource for both retiring and assuming Canadian financial advisors. The guide has become a value-add touchpoint for the BMO product sales team to initiate a meeting to show Guide 1 to the client, then schedule successive meetings to present Guides 2 and 3. The package includes a kit folder to store all content.

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2020

Strategic Communications