Expanding Our Services at VOS:
Marketing Support for Advisors

In the short time that we’ve offered marketing services to our advisors, we’ve created a wide range of materials. From updating logos and branding documents, to designing graphics and developing new promotional materials, our goal is to provide high-quality, professional marketing solutions tailored to your unique needs.

Below is a sample of our work, showcasing the creativity and attention to detail we bring to each project.
(along with a few VOS-branded pieces).

If you would like to find out how our marketing department can help you, fill out the discovery questionnaire and we will get back to you to schedule a free consultation!

Flyers:

A poster for Women2Women Networking Group, with information about purpose, professional focus, meeting format, future topics, and contact details. The poster includes a photo of a woman presenting to a group.

Make it stand out

A man in a gray blazer working at a wooden desk with two computer monitors displaying financial charts and graphs, with a logo reading 'VOS' and 'Virtual Outsource Solutions' on the wall behind him.

Images for emails:

Information sheet for Copper Beech Wealth Management's Second Opinion Service, with contact details and three icons representing a phone call, discovery meeting, and review meeting.
Fall Thanksgiving decoration with pumpkins, colorful fall leaves, and a banner from Copper Beech Wealth Management wishing a Happy Thanksgiving from their team.

Deliverable (showing page 1 of 5-page brochure):

Businessperson in suit holding a tablet with digital marketing icons overlaid, promoting marketing and financial advising services by VOS.

Deliverable (3-page brochure):

A brochure titled 'Omega Wealth Management's Guide to Retiring Comfortably' featuring a photo of two elderly people sitting on Adirondack chairs overlooking a lake, with a picnic basket nearby.

Postcard for event, front and back:

Logo for Copper Beech Wealth Management featuring a tree icon and text on a navy background.
A printed informational sheet from Copper Beech Wealth Management discussing tax planning strategies for retirees, including suggested annual turnover and capital gains targets, key considerations, tax-efficient withdrawal strategies, and Roth conversion strategies, with a photo of a smiling senior man in a golf course setting.
A pamphlet titled 'Strategic Tax Planning for Retirement & Investment Transition' by Copper Beech Wealth Management. It features a photo of an elderly woman and man sitting at a table, and a photo of a couple walking on a beach. The pamphlet discusses investment transition strategies, including 3-year aggressive and 5-year moderate plans.
A brochure from Copper Beech Wealth Management discussing tax planning for retirees, featuring images of elderly people riding a bicycle and a scenic view of a cruise ship deck with mountains in the background.

Email headers:

OWM - newsletter graphic

Newsletter post image for website:

Document heading:

OMGA Wealth Management logo with the tagline 'Navigating the human & financial complexity of wealth' on a green background.

Tri-fold brochure

Watercolor graphic with blue tones and black text promoting a financial service that helps clients review and optimize their account holdings.

Advertisement:

Silhouette of a person raising a fist in front of an ocean view at sunset with the text "We are Stronger Together" and the Omega Wealth Management logo.
Watercolor illustration of a woman in a pink tennis dress, wearing a sunhat, holding a tennis racket on a tennis court with a green backdrop.
Watercolor illustration of two tennis rackets and a tennis ball with sponsor information for Watercolor Financial, including contact details and event support acknowledgment.

Flyers, postcards, Email headers and footers, branded QR codes, tri-fold brochures, Email graphics, social media ads, multi-page documents, AI images, and more…

Branded QR code:

Infographic titled 'What Savvy Women Can Learn About Transition' showing four stages of life or financial transition: Anticipation, Passage, Ending, and New Normal. Contains text about managing transitions and seeking guidance from financial professionals.
QR code with a blue letter W in the center

Branding for women’s group of advisors:

A brochure for a virtual outsourcing solutions company with images of customer service representatives, a smiling man wearing a headset, and text describing services, location, and contact information.
Informational infographic discussing partnership values, including what clients don't pay for, understanding needs, and a commitment to trust, communication, and supportive collaboration.
A Samsung tablet displaying the Google homepage, placed on a wooden surface with a blurred background of a coffee mug and a tablet. The image also features a logo in the top left corner for Copper Beech Wealth Management and a sticky note in the bottom left corner that reads, "Your feedback matters!".

LinkedIn post graphics:

Flyer:

Blog post images:

And just a couple of blog post images
made with AI for a fun alternative:

Blog post image (homeowners insurance)

A man sitting at a table with a laptop, surrounded by icons representing social security, pension plans, home investments, part-time work, and home equity, indicating financial planning and decision-making.
An elderly couple painting together on a dock overlooking a lake at sunset with trees and a house in the background.

“The fit of everyone I’ve been paired with at VOS has been a perfect fit for where I was in my business at the time. I wasn’t sure that I’d need any additional help after I hired a full time employee, but I am so happy that my Client Service Specialist mentioned your Marketing Program to me. I didn’t think I’d need the help at the time, but the help I’ve gotten from VOS so far feels like a game changer for my business. It’s been tremendous. I’m really excited about the work you’ve been doing for me, sorting through all the ideas I have about marketing and narrowing the focus to what will give us the most immediate impact. I really couldn't be happier.”

— Adam CFP®, CPWA®, CIMA®, Copper Beech Wealth Management