Financially This Makes Sense

In the financial advisory industry, building strong client relationships and showcasing expertise are essential for success. Wilbert Hamilton, founder of Hamilton Wealth Advisors, recognized the need for an impressive marketing piece that would not only make a lasting impression but also serve multiple purposes. Wilbert turned to PrintAVizion, in collaboration with Dynamic Marketing Consultants, to develop a custom hardcover box housing a sleek, high-end video book. This case study explores how the custom video book created by PrintAVizion has become an integral part of Hamilton Wealth Advisors’ marketing mix, elevating client experience, generating referrals, and building their revenue and reputation.

Wilbert Hamilton sought to enhance client experience and build awareness for Hamilton Wealth Advisors. He needed a marketing piece that would serve as a welcome gift for new clients, making them feel special and valued. Additionally, the marketing collateral had to extend his network, generate referrals, and turn prospects into clients. Wilbert envisioned a high-quality, attention-grabbing piece that reflected the professionalism and sophistication of his firm.

PrintAVizion, in collaboration with Dynamic Marketing Consultants, developed a custom video book that perfectly aligned with Wilbert Hamilton’s vision. The marketing piece consisted of a custom hardcover box with a soft touch hardcover video book inside, adorned with gold foil and spot UV gloss coating. The sleek and clean design exuded a high-end aesthetic, immediately capturing attention and making a significant impression. This multifunctional piece met all of Wilbert’s requirements, serving as a welcome gift for new clients while also building awareness and generating referrals.

The custom video book created by PrintAVizion became an ongoing part of Hamilton Wealth Advisors’ marketing mix. As a welcome gift, the video book made new clients feel special and valued, showcasing the firm’s commitment to exceptional client experiences. The sleek design and high-quality materials used in the video book reflected the professionalism and sophistication of Hamilton Wealth Advisors, enhancing the overall client onboarding process.

Furthermore, Wilbert Hamilton utilized the video book to extend his network and build awareness. By presenting the video book to prospects and referral sources, he effectively showcased his expertise and the unique value his firm brings to the table. The captivating videos and visually appealing design of the video book left a lasting impression, turning prospects into clients and generating valuable referrals.

The custom video book developed by PrintAVizion and Dynamic Marketing Consultants proved to be a game-changer for Hamilton Wealth Advisors. The piece significantly elevated client experience, making new clients feel special and valued from the moment they joined the firm. The sleek and high-end design of the video book enhanced Hamilton Wealth Advisors’ reputation, positioning them as a trusted and prestigious financial advisory firm.

Moreover, the video book served as a powerful networking and referral tool. By leveraging the captivating videos and visually appealing design, Wilbert Hamilton successfully extended his network and generated valuable referrals. The multifunctional nature of the video book allowed it to be a versatile marketing asset, reinforcing Hamilton Wealth Advisors’ branding and message across various touchpoints.