IG
IG Wealth Management

Work That Grows Your Practice

Everything on this page was created for financial advisors at IG Wealth Management — helping them grow their client base, strengthen their digital presence, and show up professionally at every touchpoint. If you're an advisor looking to do the same, let's talk.

01 — Social Media Posts

Content That Builds Presence

Compliance-approved single-image posts, carousel education pieces, and short-form video content created for advisor social profiles. Tailored content designed to educate clients, build trust, and grow digital reach.

Single
Market Update Post
Single Image Market update graphic — Q3 economic outlook
Carousel
Slide 1 Slide 2 Slide 3 Slide 4 Slide 5 Slide 6
Carousel · 6 slides Pension planning on recent layoffs — swipeable education series
Reel
Short Video Advisor intro reel — personal branding content
Carousel
Slide 1 Slide 2 Slide 3 Slide 4 Slide 5 Slide 6 Slide 7 Slide 8 Slide 9 Slide 10
Carousel · 10 slides Dealing with a layoff — swipeable education series
Single
Financial Tip Post
Single Image Weekly financial tip — budgeting series
Carousel
Slide 1 Slide 2 Slide 3
Carousel · 3 slides RRSP vs TFSA breakdown
Video
Short Video Market outlook — monthly commentary clip
Carousel
Slide 1 Slide 2 Slide 3 Slide 4 Slide 5 Slide 6 Slide 7
Carousel · 10 slides Dealing with a transition — swipeable education series
Video
Short Video Seasonal Post — year-end financial tips animation
Single
Event Promo Post
Single Image Seminar promo post — event announcement graphic
03 — Merchandise & Branded Materials

Tangible Brand Touchpoints

Physical and printed branded materials created for advisors — from client-facing brochures and event giveaways to branded merchandise that keeps advisors top of mind.

Brochure front
Brochure inside spread
Brochures
Client-Facing Service Brochures
Tri-fold and bi-fold brochures designed for advisors to leave with prospective clients — covering services, credentials, and contact information. Aligned with each advisor's personal brand within IG guidelines.
Stationery
Branded notebook
Branded Notebooks
Premium hardcover notebooks with embossed advisor branding — used as seminar gifts and client appreciation items.
Branded mug photo
Mug design artwork
Gifting
Branded Mugs
Custom-printed mugs used as client appreciation gifts and event giveaways — keeping the advisor's name in the home daily.
Raffle display
Raffle poster design
Prize set
Events
Seminar Raffle & Prize Packages
Designed and coordinated branded raffle packages for in-person seminars — including ticket design, prize curation, and on-the-night display. Used as an engagement tool to increase registration and attendance rates.
Digital
Digital assets
Digital Resource Kits
Branded PDF guides, checklists, and financial planning worksheets distributed as lead magnets and post-event follow-up resources.
Apparel
Branded apparel
Branded Apparel
Embroidered polos and jackets for advisors and their teams — ensuring a polished, consistent look at all client-facing events and meetings.
Branded mug photo
Mug design artwork
Gifting
Personalized Card
Custom-printed cards to showcase client appreciation and keeping you in their thoughts.
04 — Email Marketing

Emails That Get Opened & Acted On

Email campaigns designed for financial advisors — from event invitations and monthly newsletters to client appreciation messages and lead nurture sequences. Every design is clean, on-brand, and built to drive a response.

Seminar invitation email
Invitation
Event Invitation Email

Seminar & Webinar Invitations

Professionally designed HTML email invitations sent to advisor client lists ahead of seminars and webinars. Each email includes event details, a personalised message from the advisor, and a clear registration CTA — designed to maximise open rates and drive RSVPs.

HTML Email Personalisation CTA Optimised
48%
Avg. Open Rate
22%
Click-Through Rate
Monthly Newsletter

Client Newsletter Campaigns

Monthly newsletters sent to advisor client bases covering market updates, financial tips, upcoming events, and advisor spotlights. Designed to keep advisors top-of-mind, nurture existing client relationships, and prompt referrals organically.

Monthly Cadence Market Updates Client Retention
41%
Avg. Open Rate
−58%
Unsubscribe Rate
Monthly newsletter email
Newsletter
Post-event follow-up email
Follow-Up
Post-Event Follow-Up

Nurture & Follow-Up Sequences

Automated follow-up email sequences sent after seminars and webinars — thanking attendees, recapping key takeaways, and guiding warm leads toward booking a one-on-one consultation with the advisor. Designed to convert event attendance into booked meetings.

Automation Lead Nurture Conversion Focus
35%
Meeting Conversion
3-Step
Sequence Length
Work With Me

Ready to Elevate Your Practice?

I work directly with IG Wealth Management advisors to build their digital presence, run paid campaigns, create client-ready content, and execute events that fill rooms. Reach out and let's talk about what your practice needs.

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