Challenge: Finding a high-quality notebook to reinforce a “Client First” sentiment to financial services and insurance product advisors.
When Advisors Excel speaks, financial advisors and insurance agents listen. That’s because Advisors Excel is the fastest-growing, independently owned field-marketing organization in the country, having last year helped their clients generate nearly $1 billion in financial and insurance product sales through award-winning education, training and cutting-edge planning strategies. To meet an ever-increasing demand for services, the Advisors Excel team regularly hosts sales summits, such as the annual World Series of Sales, and ongoing product- and marketing-based training seminars, such as IRA College and Innovation Inc.
It was with one recent sales and education conference in mind that the Advisors Excel team reached out to ePromos; they wanted to brand the event sessions with a useful product that would further communicate and reinforce management’s client-first sentiment and mentoring ideology. Knowing that advisors come to the conferences ready to study and learn, and that they take diligent notes from session to session, the team already had a product in mind: a notebook. But which notebook? Did a notebook exist that would resonate with the modern, “high achiever” feel of the event while letting clients know they were valued by the Advisors Excel team?
Solution: Sleek, sophisticated prism journal notebook with add-on twist pen.
The team scoured ePromos’ extensive online catalog, and then connected with ePromos Promotions Specialist Valerie Bogucharova, who said our favorite word in response to their questions: “YES!” It wasn’t long before Valerie led the team to their notebook: the five-by-seven-inch Prism Journal Notebook with an aluminum cover laser engraved with the conference theme, “The Journey: It’s just the beginning.” This sleek, sophisticated, spiral-bound notebook, filled with 100 sheets of quality, ruled paper, speaks of success with an anodized aluminum front and wider leather back—wider to accommodate an elastic pen loop and space for a pen. And although it does not come standard with the notebook, the team felt that attaching the matching Colonnade Twist Pen, also laser engraved with the conference message, would add even more value to an already valuable gift.
Result: Modern notebook and pen combination draws many thanks and compliments.
They were right. The Advisors Excel team reports that participants used their sleek, modern notebooks and pens during the conference, and that many shared kind words of appreciation and compliments on the modern personality of the gift. Further pointing to the quality and desirability of the Prism notebook and Colonnade pen combination, the team also reports that several advisors called later asking for replacement notebooks because they inadvertently left theirs behind—to us, another sign of a highly effective promotion!
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