Marketing/Information Package

Your firm should have a marketing/information package that can be printed and sent, or emailed to prospects and clients.

That package should include:

  • Your bio and credentials
  • What clients can expect from a relationship with you
  • A mission statement
  • A client bill of rights
  • A list of all the services your provide
  • A fee schedule
  • Business cards and contact information


If branding material is needed, you may call Barry Levy (914.602.4949) or Susan Zangler (914.772.3615), our marketing/business coaches, for more information and help with your personal branding.