Develop Service Sheets
If you have a niche market or service you specialize in, you need a marketing piece to supplement your firm overview brochure. A service sheet is a one-page document that will help you succinctly communicate the features and benefits of the work you do in a specific niche. A service sheet (more commonly known as a sales sheet, but we believe financial advisors should service, not sell) specifically tells prospects you have expertise and experience working with people just like them.
P.S. Download our Service Sheet Outline to help you develop your own service sheets.