Marketing proposal put together for real-world Advertising Workshop client Tony Velasquez, a financial advisor in the Chicago area

1. Tony Velasquez Independent Financial Advisor

12. 22 of the 24 respondents aged 20-29 (or 91% ) do not currently have an advisor

13. Of the respondents who have an advisor, 8 of 14 (or 57% ) use an advisor who is associated with a company

14. Of the 18 respondents who have an advisor, 12 (or 67% ) said they were satisfied, and no one was dissatisfied

15. Of the respondents aged 20-29, 87% would hire an advisor to help them invest early and build savings. 79% want investment advice.

16. Of the respondents surveyed, 86% said the most important quality in an advisor is open communication. 65% want a moderate investor. 42% want the security of a company

28. Logo

29. Business Card

31. Front

32. Page 1

33. Page 2

34. Page 3 (example of condensing a pamphlet’s information)

35. Back

36. Print Ad

37. Print Ad

38. CTA Ad #1

39. CTA Ad #2

40. CTA Ad #3

41. CTA Ad #4

42. Billboard #1

43. Billboard #2

44. Billboard #3

45. Billboard #4

50. Thank you!