Advisor Software

Marketing Collateral

Advisor Software, Inc. provides cloud platforms to empower today’s advisor and wealth management companies. Over 100,000 advisors use the company’s solutions.

ASI needed a Company Brief to use at trade shows and in investor relations meetings, so they turned to Farinella to come up with ideas and content.

Farinella worked hand in hand with the company’s Vice President of Sales, Vice President of Product Management, and senior marketing lead, to understand what makes the company special and how they wanted to express that.

We delivered the concept “If this is how your clients want to live, then why are you giving advice like this guy?”

Then we wrote copy to support the message that ASI had a better way for financial advisors to help their clients.

Click here to download the Company Brief.