Snapshot

• 3: lead magnet formats designed

• 1: one-page marketing plan

• United Planners: partner campaign

The challenge

Financial advisors are a skeptical, compliance-bound audience. Generic gated content does not move them, and the platform needed assets that earned an email without over-promising.

What I did

Design each asset around one decision the advisor is already trying to make, so the download is useful on its own rather than a teaser for a sales call.

The work

A set of infographic and lead-magnet assets: a personalized web presence explainer, a United Planners partner piece answering why advisors choose the platform, a one-page marketing plan built for financial advisors, and a supporting landing page carrying a free three-point website assessment offer.

Stack: Infographic design, lead magnet design, landing page design, compliance-aware copy