Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

Local Office Toolkit

Access the tools you need to bring the campaign to life in your region. To answer your questions see attached Playbook.

Download Campaign Playbook

Pitch Deck

The new PFM Pitch deck will be available on UC Home.

Pitch Deck Underdevelopment
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Print Ads

Prints ads for each pillar can be run in local publications as part of your local efforts around the campaign. Customizable templates with local address and phone number are available to be ordered. Send the completed order form to Marketing: gs-pfm-marketing-requests. Costs will be managed by offices while insertion will be managed centrally.

Preview Print Ads

Social Posts

Social post for each pillar are available for advisors on LinkedIn. If you are not signed up for the autposting program sign up today.

Sign Up For Autoposting
Social poster3 all Linked In

Direct Mail Postcards

Direct mail postcards for each pillar can be sent as part of your local efforts around the campaign. Customizable templates with local address and phone number are available to be ordered on the Web2Print Store.

Preview Direct Mailers

Prospecting Emails

Prospecting emails will be available in Engage. Your local office has one Engage license holder that will be able to send on behalf of all advisors in your office.

Email posters

Regional PR

Know the protocol for connecting local media outlets with our story and your office. Review the document here PR & Media Protocol.

Read the storyline that our PR agency will forward for our National Media Pitch. It’s great context to our PR approach.

Reach out to local media outlets following the protocol and approved Media Letter.

Leverage our story with clients and prospects using these Talking Points.


Pr poster3