Printing Options for Financial Planning Guide Inside Covers
Front Inside Cover
This is the perfect place to showcase partners, managers and office staff by using personal “Bios”. The write-ups can include education and degrees, licenses held, and a background that speaks to field of specialization. In addition, include information about supporting community organizations.
Back Inside Cover
Use the back inside cover for a Mission/Vision Statement, and/or a list of important deadlines, or a calendar of events. Another frequently used marketing tool is a Client Welcome Letter. Many firms reverse the front inside cover Bios with the Firm Welcome Letter. Either way is acceptable.