Marketing

Dedicated Digital Marketing Resource

Together with our clients, we work on successful planning and executing ideas to leverage marketing needs. We focus on Digital Marketing with an emphasis on content creation for Financial Planning firms to showcase their subject matter expertise with prospects.

Marketing is a crucial function in all businesses and organisation. It is becoming vital to succeed in running a financial planning business. We provide support in the areas of digital and content marketing. A dedicated digital marketing assitant can help execute appropriate strategies to reach your goals in company branding and digital marketing.

One-off Services

Website Building
Branding/ Rebranding
Video Production/ Editing
Brand Guide Development
Print Making (Brochure/ Catalogue/ Posters etc.)
Ebooks
Infographics
Presentations (Prezi/ Powerpoint)

Continuous Support Services

Social Media Management (Facebook & LinkedIn)
Webchat Management
Youtube Channel Management
Online Ad Retargeting (Google & Facebook)
Analytics
Email Campaigns
Newsletters
Content Marketing
Target Market Advertising
Webinar Management

Our Works

Ebook Covers

Brand Guide

Website

Infographics

Prezi Presentation

Prints

Powerpoint Presentation

Powtoon Videos

White Papers

Get a copy of our support strategies tailor-made for Financial Planners.

Ebooks

Service Brochure

The front cover of our Service Brochure shows the typical desk of an FPA on their daily grind. The back cover is a simple VBP green background with the words “There is no box” and “Think Wild” which represent how we work with our clients—unscripted relationships and always finding better ways by thinking outside the box.

Service Brochure (PDF)

Business Diagnostics

The honeycomb in our Business Diagnostics cover represents the compact structure of our system and process. All these pieces (business overview, marketing, people, etc.) are bound together to help create a full analysis of your business.

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Case Studies

Relaxed and relatable. The cover shows a clean, laid-back table of a planner. We envision them reading these relatable case studies while sipping on a hot cup of latte in a cozy corner of a café.

Read case studies

Brand Guide

Our Brand Guide was created to show consistency in our company’s culture, to remind us of our imagery: casual, professional, youthful and fun!

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Website

Core Value Financial Advice

Aged care is the area of expertise of Core Value Financial Advice. Upon redesigning their website, we made sure that this point is clear. We strive to make every visual elements and copy to feel as personal as possible.

See Website

Infographics

We use Infographics to create visual representations of company data and information, specifically company vision and goals, as well as with task processes. It is a simple and easy way to convey information in just one page.

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Email Blasts

We create visually appealing email blasts for our internal communication within the company. This is to ensure that staffs notice any announcement sent amidst their loaded inboxes.

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Certificates

We create certificates for any formal recognition we give to our staffs such as completing a training and superhero award among others. In this way, there is a physical proof of the acknowledgement which they keep and be always proud of.

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Prezi Presentations

Monthly Prezi presentations

Each month we roll out internal communication to show the monthly updates in the company. These include the major events, minor activities, announcements and company updates. The updates are illustrated through Prezi—a software that uses creative designs and animations to create more engaging presentations.

Prints

Culture Book

The Culture Book shows a recap of the entire year—the highlights of major and minor activities and most importantly, the wins and milestones that we have achieved as a company. Each year we create a different theme of the Culture Book. It reflects our diverse, fun and exciting culture. The Culture Book is shared to all VBP staff as well as to potential and existing clients and new hires.

Culture Book 2015

Culture Book 2016

Culture Book 2017

Magalogue

In 2017, we have launched our VBP Magalogue. It focused on the importance of audio visual content specifically on how to create and use videos as a marketing tool for a financial planning business.

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Brochures

In our first study tour and client conference held last August 2017, we have designed a brochure for the clients which contained all the activities and itinerary for the entire 5-day event. The brochure design showcased the delicious food, tourist destinations and wonderful culture of Cebu.

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Powerpoint Presentation

Powerpoint presentation

We use PowerPoint Presentations for a more structured and professional feel. We create PPTs for client presentations, companywide meetings and structured trainings. It creates visual impact especially when delivering a presentation in front of a live audience.

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Powtoon Videos

Powtoon videos

For a more fun and customized illustration of our marketing contents, we also use PowToon. With PowToon, we have created our Year in Review, a VBP explainer video and a File Note How-To. Its cool and hip design makes the content more effective and much easier to understand.