book design / art direction / illustration / copywriting

Advisors Alliance Group

AAG 2022 Thesis Notebook

industry

Finance

A major redesign of an annual publication with interactive elements, the AAG 2022 Thesis Notebook is intended to serve as a conversation starter and a door opener for financial consultants.

AAG 2022 Thesis Notebook Front

Keeping AAG Relevant

Noticing a shift in preference for digital instead of traditional media, we audited previous renditions and reworked the AAG Thesis Notebook to create a renewed publication.

Maintaining its relevance through a modern outlook, the Thesis Notebook appeals to its younger target audience with interactive material to facilitate and encourage conversation between financial consultants and their clients.

AAG 2022 Thesis Notebook Bookmark
AAG 2022 Thesis Notebook Card Slot
AAG 2022 Thesis Notebook Sticker Sheet

Results

Through its redesign, AAG saw a 48% increase in sales since the inception of the Thesis Notebook in 2017, with a total of 22,250 copies printed.

AAG 2022 Thesis Notebook Founder
AAG 2022 Thesis Notebook Philosophy
AAG 2022 Thesis Notebook Vision
AAG 2022 Thesis Notebook Goals
AAG 2022 Thesis Notebook Journey

Inspired by the dedicated professionals who form AAG

We encapsulated their commitment in supporting their clients through life's ups and downs via a story that unfolds as you journey through the book.

The characters in the book depict situations that happen in our everyday lives, allowing for clients to relate to the story.

AAG 2022 Thesis Notebook Term Goals
AAG 2022 Thesis Notebook Cashflow Management

Engaging and interactive

The book's framework interweaves the group's philosophy, values and achievements, its founder's personal message, essential financial data and statistics, all while keeping the content engaging and accessible.

AAG 2022 Thesis Notebook Education Planning
AAG 2022 Thesis Notebook Wealth Accumulation
AAG 2022 Thesis Notebook Retirement
AAG 2022 Thesis Notebook Estate Planning
AAG 2022 Thesis Notebook Scheduler
AAG 2022 Thesis Notebook Thank You

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