Cohesive communication and branding is the first step in client trust. Until now, Pendle Hill Advisors didn’t have anything to give potential clients for reference besides their website. Using their branding and messaging for a consistent experience, we made three key paper marketing pieces for them: A leave behind showcasing the services they offer, a life planning overview covering the stages of serving their clients, and a personalized report template to give each client a glimpse into their goals and current financial state.