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    Travis Lee

    Graphic Designer for Partners Advantage


    Recent Posts

    5 Reasons to Create a First Impression Kit for Your Business

    Posted by Travis Lee on Wed, Aug 23, 2017 @ 12:00 PM

    A First Impression Kit is an essential tool for your business. It can impress your prospects and clients by making you look professional. A First Impression Kit is a package of your marketing materials that has consistently branded pieces. Each piece has your logo and your unique look and feel. 

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    Tags: prospecting, practice management

    Why Financial Advisors Should Work with a Graphic Designer

    Posted by Travis Lee on Mon, May 01, 2017 @ 05:16 PM

    I’ve been writing about improving the design of your marketing materials for over six months. I’ve covered everything from designing your logo to creating a website. I would like to take a moment and briefly review the topics I’ve covered and the importance of why financial advisors should work with a grahpic designer.

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    Tags: prospecting, marketing for independent agents

    Font Matters: 5 Ways Advisors Can Improve Their Marketing Materials

    Posted by Travis Lee on Tue, Apr 11, 2017 @ 05:56 PM

    One way to make a bad first impression is by misusing fonts and typefaces. This is especially true when it comes to the financial and insurance world. If you come off as unprofessional, the client will not trust you. Trust is key for financial advisors.

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    Tags: practice management, marketing for independent agents

    Why You Need Consistently Branded Marketing Materials

    Posted by Travis Lee on Wed, Feb 08, 2017 @ 05:41 PM

    Let’s say you have brochures, flyers, letterhead and business cards for your business. You’re very proud that you created these pieces…but you have a problem. They don’t look as professional as they should and you can’t quite figure out why.

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    Tags: coaching, practice management, marketing for independent agents

    What Your Logo's Colors Mean to Prospects and Clients

    Posted by Travis Lee on Mon, Dec 19, 2016 @ 05:04 PM

    Colors have different meanings around the world. Take yellow for example: It can mean energy, happiness, cowardice or even hopefulness. It depends where you are and what the attitudes are. Everyone has different associations and experiences with color.

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    Tags: prospecting, marketing for independent agents

    5 Tips for Designing Your Financial Services Website

    Posted by Travis Lee on Tue, Nov 01, 2016 @ 05:14 PM

    Your website is a very important tool in your marketing strategy. It is most likely the first place someone checks before they even do business with you, so it’s important that your website is designed well. It should explain how you and your business can help clients reach their financial goals. Here are five tips for designing or re-designing your financial services website.

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    Tags: prospecting, coaching, practice management, marketing for independent agents

    5 Things to Consider Before Designing Your Financial Services Business Logo

    Posted by Travis Lee on Tue, Sep 06, 2016 @ 05:07 PM

    Creating a logo for your business can be a challenging but exciting task. Your logo can be the first impression a prospect has of your business and you want it to be good. Creating a logo is like creating a classic hit song. Not only does it need to make an impact, it needs to be catchy, simple, and stand the test of time.

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    Tags: practice management, marketing for independent agents

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

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