Austin WernerCase study · Design
Total Wealth Solutions
An evergreen marketing suite for a holistic advice program: one hero photo, one icon set and one headline style, applied to social, email, forms, articles, print and direct mail.
The brief
The firm wanted its advisors to talk about financial planning, investments, tax, insurance, estate and charitable giving as one connected service, and needed collateral that could be personalised by each advisor.
The challenge
Nine very different formats, from a square social tile to a multi-page fill-in agenda, had to feel unmistakably like the same program, while leaving contact and team details open for advisors to co-brand.
The process
- Define the systemChose the mountain-lake hero photo, a navy and white palette and a row of six circular service icons as the constant thread.
- Design every formatSocial tile, intro email, meeting agenda, review form, strategy article, team two-pager, advisor guide and postcard, each built from the same parts.
- Prepare for scaleLeft placeholder contact lines and team portraits so branches can personalise the files, and produced English and French versions.
In the real world
The result
A complete, co-brandable program kit across nine formats.
MISSING: Austin: usage or results (adoption, advisors using the kit) if you can share them.
MISSING: Austin: the brief, challenge and process on this page are drafted from the work and your resume. Please correct or add detail.
