• role print design
  • agency Booth Bay Creative

SEI required a referral toolkit for their Managing the Manager program. The toolkit consisted of an article about Centers of Influence (COIs), an insightful client profile sheet to enhance the understanding of their clientele, and a referral tracker sheet that enables investment managers to monitor progress.

white paper

Centers of Influence (COIs) Article

financial sales sheet designer philadelphia

Referral Article and Referral Tracker

financial industry designer philadelphia

let's work together.

Request a quote and we'll schedule a free consultation to discuss your project and learn how I can help your business, organization, or startup.

Scroll to Top