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Design & Art Portfolio

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Page 1: Design & Art Portfolio

BRANDING

BOOK DESIGN

CARD DESIGN

rubbishREMADE

Page 2: Design & Art Portfolio

BRANDING

Page 3: Design & Art Portfolio

BRANDING

2700 Patriot Blvd, Suite 440, Glenview, IL 60026 | 800 480-7913 | protinuspro.com

November 12, 2009

Advisor,

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Ex el iliquam consequis dolut non enis dolore ese dolum non henisi bla augue dolore digna faccum ex elis euissen iamcommy nit ute exero dolor ip eum do odolor acil elent ut landre feugiam etummy nis amet luptat praesectet, consent lorperilit exer ipit vent nonum adiam dip eugiam. Irit velenim iure facilismod exercil iquisim dolen-dio conse ming ent utpatie feuguerat wissectem adigna facil exerit pratie facincilis nim dunt atum incil deliqui smolorperate ex et, quis acip eu feu feugait prat.

Acipismolor ipit landignim delisi bla amcore magna aliquam euguerostrud exerilit num ex et utpat adionsenim ilit lutpatuer sumsan henibh ea faccumsan ute faccum dolor sent ing eugiam adip endigna faccum dolor augue magna faccum dolorero doluptat.

Thank You,

J.P. Poisl

2700 Patriot Blvd, Suite 440 Glenview, IL 60026 | protinuspro.com

Jess PoislP 847.730.1770 | F 847.441.5258

[email protected]

2700 Patriot Blvd. | Ste. 440 | Glenview, IL 60026

847.730.1770 | [email protected]

Think of the Mind Map as a structural repre-sentation of all your clients’ “stuff.” It is the tool you use to easily get your arms around each client’s universe. Instead of spend-ing upwards of a half hour refamiliarizing yourself, or your staff, with each client’s life, it now takes two to three minutes. Instead of searching and finding the necessary

documents and lists, it now resides on one diagram and in one place. Instead of wast-ing precious time researching documents, the documents are linked to the Mind Map.

Your clients’ lives are filled with complexity and confusion. Your business is the same. You are both anxiously looking for clarity and simplicity. Ironically – providing deep support and performing shadow work

requires that you first make your busi-ness life even more complex. However,

with a client relationship management (CRM) system, an electronic filing program and Mind Maps, complexity is organized, systematized and readily addressable.

The back-office support for deliv-ering a front-stage premier service to clients quickly becomes efficient and achievable. It works. It works very well.

How do you get started? Contact us to learn more about providing greater clarity to your clients and greater efficiency and understand-ing to your business.

Mind Maps for Financial Advisors

ELECTRONICFILING CRM

MIND MAPS

3D Connect™

Save time.

Simplify.

Get paid for Shadow Work.

Visit us onlineto register forWebinars &Workshops www.protinuspro.com/events

-or- Contact us for detailsP [email protected]

2700 Patriot Blvd. | Ste. 440 | Glenview, IL 60026

847.730.1770 | [email protected]

Think of the Mind Map as a structural repre-sentation of all your clients’ “stuff.” It is the tool you use to easily get your arms around each client’s universe. Instead of spend-ing upwards of a half hour refamiliarizing yourself, or your staff, with each client’s life, it now takes two to three minutes. Instead of searching and finding the necessary

documents and lists, it now resides on one diagram and in one place. Instead of wast-ing precious time researching documents, the documents are linked to the Mind Map.

Your clients’ lives are filled with complexity and confusion. Your business is the same. You are both anxiously looking for clarity and simplicity. Ironically – providing deep support and performing shadow work

requires that you first make your busi-ness life even more complex. However,

with a client relationship management (CRM) system, an electronic filing program and Mind Maps, complexity is organized, systematized and readily addressable.

The back-office support for deliv-ering a front-stage premier service to clients quickly becomes efficient and achievable. It works. It works very well.

How do you get started? Contact us to learn more about providing greater clarity to your clients and greater efficiency and understand-ing to your business.

Mind Maps for Financial Advisors

ELECTRONICFILINGCRM

MIND MAPS

3D Connect™

Save time.

Simplify.

Get paid for Shadow Work.

Visit us onlineto register forWebinars &Workshopswww.protinuspro.com/events

-or- Contact us for detailsP [email protected]

The Mind Map Illustrator™ Training Workshop

February 2011

Susie Smith - Agentcell: 123-555-5555office: 123-555-5557office fax: 123-555-5558

Jack Jones - Loan Officer847-123-4567

Tony Lane - Assistant847-123-5647

Frank Blackph: [email protected]

Closing date: Sept. 1, 2006

Purchase price: $750,000

Tony needs

Listing Agent: Lisa White - Hometown Realtyph 123-555-6666

Fred and Emma HutchinsonNew Home Purchase

Tax ReturnsFred/Emma 2005

Fred/Emma 2004

Fred/Emma

Appraised at $750,000

Closing is Sept. 1,2006

Sale price $650,000less commission $40,000less $50,000 Home Equity Loanless $300,000 loanleaves $260,000 left to pay towards theHometown Bank loan and down payment

Sale price $650,000Commission: $40,000Net should be $610,000

Pay off when old house sells$50,000 Home Equity Loan

Personal Financial Statement

Appraiser - Jonas Green ph. 123-555-8888

Applying for $600,000 loan

Loan approval from Tony

Completed 1003 form (loan) app

Other Loans

Old House123 Anyold StreetHometown, USA 12345

Smith & Smith Associates420 Main StreetHometown, USA 12345

Hometown Bank

Hometown Escrow Company

New house444 Pleasant StreetHometown, USA 12345

Loan info from Hometown Bank

Fred out of town Aug. 1-12 in Australiaavailable by cell phone - he’s 14hrs ahead

Adobe

Adobe

Adobe

Adobe

Are you the kind of advisor who continually asks your clients, “How may I help you?”

If your answer is “yes,” then Mind Maps certainly will benefit your clients.

The 2008-2009 financial crisis has made advisor proactivity even more critical. Advisors who want to differentiate them-selves and provide even greater meaning, value and purpose to their clients need to change. The Assets-Under-Management model works for now, but it is undergoing rapid commoditzation – much the way com-missions have over the past two decades.

What are you doing differently to help your clients in our complex world?

If you are a conscientious “do-gooder” advisor, you cannot help but search for

new ways to provide deep support to your clients. That produces a dilemma, though. You inevitably may incur “shadow work.” Shadow work is the work you per-form behind the scenes that is unrelated

to assets-under-management. It is the very important service you deliver that your clients value. It is the glue that holds your client relationships together. It is unseen. It is very important.

It is generally unpaid work.

So why a Mind Map? Long story short—because it works! As the “Rosetta stone” for deciphering and revealing shadow work, it makes the case for Your Value. Finally, there’s a tangible way to easily illustrate financial and estate strategies, and con-nections to those strategies, in clear terms that your clients, your staff and your clients’ other advisors understand.

And appreciate! A professional Big Leap takes place when your clients, viewing Mind Maps, experience the clarity of their “stuff” and clearly see your valuable work.

The Mind Map Illustrator™

Client ValueProposition

AdvisoryServices

Implement Plan

Differentiate yourself.

New Home Purchase Mind Map

This mind map provides connections and relationships to all parties to a sale and purchase of real estate.

You can create links to multiple client electronic files or link to clients and

other parties involved in the contact relationship management system.

These links create an even more pow-erful mind map where all your digital information is available at the click

of a button. Making for a much more organized and efficient real estate transaction.

Page 4: Design & Art Portfolio

BOOK DESIGN

Page 5: Design & Art Portfolio

BOOK DESIGN & PROMO

Table of Contents

Introduction ......................................................................1

Personal Journey .............................................................10

Changing the Conversation—Part 1 ............................22

Financial Awareness .......................................................34

Do You Have the Right KASH? ..................................48

The Moment Is Now ......................................................60

How the Brain Learns ...................................................69

Getting Started to Getting Started .............................81

Do the Correct Thing ................................................... 90

The Psychology of Money ............................................102

Mine the Minds of Mentors ........................................111

Are You a Chief or Indian? ......................................... 121

Are You Lucky? ............................................................ 130

Buying into America ....................................................143

A MessAge FroM THe AUTHorOver the past decade we have written The Observer for our clients, associates, advisors and others. We have written about topics of substance, what we refer to as MVP, meaning, value and purpose. The world we live is complex and confusing. There is very little time to address our most important business, personal and family issues.Changing the Conversation is a call to clarity, of new ways of thinking and viewing the pres-ent and future. Our hope is that each one of you takes some-thing away from the book that you may immediately apply in your life for the benefit and well being of you and your family. Enjoy the book.

AboUT THe book Against the backdrop of today’s many political and fiscal system dysfunc-tions, author and financial advisor Gary Klaben declares that America’s future is still exceptionally bright. Figuring out how to unlock the needs of today’s individuals and families defines the challenge of achieving a better future. Done right, the next great wave of business innovation, wealth creation and family well-being can soon be unleashed.

Changing the Conversation—taking note of today’s anxieties in the workplace, in communities and in

homes—argues that a new kind of con-versation is urgently needed. People require a new and profound support system involving mutual trust, long-term relationships, interdependence, intimate knowledge and practical con-solidation to reduce complexity and live simpler, happier lives.

Changing the Conversation outlines the journey from dependency to mastery, from self-discovery to multigenera-tional financial and family realization. It is filled with insightful, even startling conversations about what really mat-ters and how to think, prioritize and act. But before you can start to decide the optimal structuring of assets, cash flow, taxes and estates for a family, you

must first appreciate the emo-tional steps necessary to truly transform financial and family well-being. All of us must antici-pate change, prepare to manage it, and seek to lead it whenever possible.

Enjoy the conversation.

AboUT THe AUTHorGary Klaben is president of Coyle Asset Management, a financial consulting and invest-ment advisory services com-pany. He also heads Protinus, an intellectual property firm that helps financial advisors deliver deep support to their clients.

Over the past quarter-century, Klaben has provided high-touch holistic financial services to business owners and other high-

net-worth families. Since 2000, he has written a quarterly newsletter on important non-financial issues facing his clients and their families. He has conducted dozens of seminars, work-shops and webinars on various business subjects, and has participated in panel talks regarding financial services.

A 1979 West Point graduate and for-mer infantry officer, Gary received his Chartered Financial Consultant (ChFC) designation in 1989 and Master of Science in Financial Services (MSFS) in 1995. He works in Glenview, Illinois, and resides in southeastern Wisconsin.

CHANGING theCONVERSATION

Transformational Stepsto Financial and Family Well-Being

Finally! A roadmap for securing personaland family prosperity over time.

D ougl as R . anDRew - New York Times and Wall Street JournalBest-Selling Author of the Missed Fortune book series

Gary KlabenF I N A N C I A L P L A N N E R A N D FA M I LY M A N A G E R

Gary Klaben

Praise for

A thoroughly enjoyable read. Brew a pot of coffee, pull up a chair...like spending time with a close friend who happens to be a renowned financial advisor.

Joanne DayTrumpet, Inc., Workflow Efficiency Advisor, Financial Services Industry

Changing the Conversation is jam-packed with priceless wisdom that guides the reader in the critical journey from “wealth as a multigenerational problem to solve” to “wealth as a source of family well-being.”

Joseph J. JaniczekAward-winning author of Absolute Financial Freedom

and Investing from a Position of Strength

Bookstore tables and shelves are glutted with investor advice books—but who today specifically seeks to guide families to long-term financial and personal well-being? The appearance of Gary Klaben’s Changing the Conversation is timely and provides a comprehensive strategy that is long overdue. Finally someone links life goal-setting and emotional maturity to multigenerational financial security and greater happiness. But the conversation between trusted advisor and families must change drastically. Klaben’s book is a journey from personal weakness to family strength, with surprising true-life insights the whole way.

Dan sullivanFounder of The Strategic Coach Inc.

www.changingtheconversationthebook.com

CHANGING theCONVERSATION

A g A i n s t t h e b A c k d r o p of today’s many political and fiscal system dysfunctions, author and financial advisor, Gary Klaben, declares that America’s future is still exceptionally bright. Figuring out how to unlock the needs of today’s individuals and families defines the challenge of achieving a better future. Done right, the next great wave of business innovation, wealth creation and family well-being can soon be unleashed.

Changing the Conversation—taking note of today’s anxieties in the workplace, in communities and in homes—argues that a new kind of conversation is urgently needed. People require a new and profound support system involving mutual trust, long-term relationships, interdependence, intimate knowledge and practical consolidation to reduce complexity and live simpler, happier lives.

Changing the Conversation outlines the journey from dependency to mastery, from self-discovery to multigenerational financial and family realization. It is filled with insightful, even startling conversations about what really matters and how to think, prioritize and act.

But before you can start to decide the optimal structuring of assets, cash flow, taxes and estates for a family, you must first appreciate the emotional steps necessary to truly transform financial and family well-being.

All of us must anticipate change, prepare to manage it, and seek to lead it whenever possible.

Enjoy the conversation.

CHAN

GING the CO

NVERSATIO

N

A b o u t t h e Au t h o r

Gary Klaben is president of Coyle Asset Management, a financial consulting and investment advisory services company. He also heads Protinus, an intellectual property firm that helps financial advisors deliver deep support to their clients.

Over the past quarter-century, Klaben has provided high-touch holistic financial services to business owners and other high-net-worth families. Since 2000, he has written a quarterly newsletter on important non-financial issues facing his clients and their families. He has conducted dozens of seminars, workshops and webinars on various business subjects, and has participated in panel talks regarding financial services.

A 1979 West Point graduate and former infantry officer, Gary received his Chartered Financial Consultant (ChFC) designation in 1989 and Master of Science in Financial Services (MSFS) in 1995. He works in Glenview, Illinois, and resides in southeastern Wisconsin.

Place your order for Changing the Conversation today at amazon.com, changingtheconversationthebook.com or your local bookstore. ISBN: 978-0-9828009-0-4

NAVIGATORPRE S S

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CARD DESIGN

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CARD DESIGN

best bud!

To: _____________

From: Elena

Lacie

elizabeth

O TannenbaumThe Carter Family

Mike, Nancy, Thomas & Heidi

love growsKathleenGoggins

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