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Slide 1

Marketing Request Form

Have a marketing question or want to set up a meeting? Email Marketing

SFS Marketing Request Form

Please complete this form to request marketing support from Signature Financial Solutions. Provide as much detail as possible and upload any assets.

Advisor Information

Advisor Name(Required)

Prefix First Last Suffix

Email Address(Required)

Enter Email Confirm Email

Phone Number

Practice / DBA Name

Project Overview

Project Title(Required)

Project Description

Type of Marketing Requested

Digital (social media, email, web, video)

Print (brochures, flyers, business cards, mailers)

Branding (logo, brand guide, templates)

Event / Campaign Support

Other

If 'Other', please describe

Objectives & Audience

Main Goal of this Project (e.g., attract new clients, advisor recruiting, event promotion)

Target Audience (e.g., retirees, business owners, high-net-worth, general public)

Timeline

Requested Completion Date

MM slash DD slash YYYY

Is this tied to a specific event or deadline?

Yes

Event/Deadline Date

MM slash DD slash YYYY

Branding & Assets

Upload Logo(s)

Drop files here or

Accepted file types: jpg, jpeg, png, svg, ai, eps, pdf, Max. file size: 32 MB.

Brand Colors (hex codes or descriptions)

Tagline / Messaging to include

Preferred Fonts

Content Details

Specific wording or messaging to include

Upload Images / Headshots / Graphics

Drop files here or

Accepted file types: jpg, jpeg, png, pdf, tif, tiff, heic, webp, Max. file size: 32 MB.

Links or references (website, social media, previous materials)

Final Deliverables

Format(s) Needed

Social Media Graphics

Email Template / Campaign

PDF / Print-ready file

PowerPoint / Slide deck

Website Update

Other

If 'Other', specify the deliverable

Upload Center

Attach Additional Files

Drop files here or

Accepted file types: jpg, jpeg, png, svg, ai, eps, pdf, doc, docx, ppt, pptx, zip, Max. file size: 32 MB.

Disclosure

Please direct all questions to ask@sfsfirm.com

Osaic Wealth Form CRS

The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We are registered to sell securities in all 50 US states.

We are licensed to sell insurance in all 50 US states.

Maps and some building imagery may be sourced with approval from Google Maps.

NextPhase™ is a retirement program offered exclusively through Osaic Inc., which owns our broker-dealer, Osaic Wealth.

MyStages® is a consumer wellness program by Signature Financial Solutions, LLC.

Signature Financial Solutions, LLC
1511 N Westshore Boulevard
Suite 1100
Tampa, FL 33607
Main Office: 813-287-8800 | ask@sfsfirm.com

Check the background of your financial professional on FINRA’s BrokerCheck FINRA/SIPC

Get In Touch!

1-800-233-7542

1511 N Westshore Blvd.
Suite 1100
Tampa, FL 33607

ask@sfsfirm.com

Additional Resources

FAQ

Terms and conditions

Marketing Request Form

SFS Marketing Request Form

Advisor Information

Project Overview

Objectives & Audience

Timeline

Branding & Assets

Content Details

Final Deliverables

Upload Center

Disclosure

Please direct all questions to ask@sfsfirm.com

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