Yes, AMG has created pitchbooks for many of our financial services clients. Our design and content team will create these materials to be as unique as your firm. We will work with you to design everything you need – from a customized pitchbook to a branded marketing PDF referral piece. Once you have approved the content and designs, we will send you digital and print ready files.
About the Author: Kristy Gusick
Kristy founded Align Marketing Group (AMG) in April 2022 after spending 10 years as a partner at Professional Services Marketing. Prior to her time at PSM, she was a licensed financial advisor for over 15 years. Her experience in business development, marketing, sales and coaching spans the financial advisory and accounting industries. Read Kristy’s bio here.