Need something from Marketing?
Submit a Marketing Request
Request client gifting, campaigns, social media, event support, creative collateral or website updates through the centralized intake process.
Start a Request →
SFP Wealth Marketing
Marketing Resource Center
Your starting point for marketing requests, approved materials, personal branding resources and SFP brand standards.
Brand Guidelines
Access the official SFP Wealth brand book for approved colors, typography and usage standards.
Open Brand BookPersonal Branding
Find advisor and employee resources for a consistent personal brand.
View Resources
Approved library
Approved Marketing Materials
Use current, approved materials whenever possible.
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Financial Planning
Approved financial-planning presentations, one-pagers and client-facing materials.
Browse materials →
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Retirement Plans
Approved retirement-plan materials for plan sponsors and related audiences.
Browse materials →
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Retirement Plan Participants
Approved participant-education and retirement-plan communications.
Browse materials →
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Logos & Brand Assets
Approved SFP Wealth logos and supporting brand files.
Browse assets →
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Letterhead
Approved SFP Wealth letterhead for professional correspondence.
Open letterhead →
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Photos
Approved photography and image assets for marketing use.
Browse photos →
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Videos
Approved video assets for presentations, campaigns and internal displays.
Browse videos →
Your professional presence
Personal Branding Resources
Personal Branding
Central collection of approved personal-branding resources.
Open resources →Bios
Approved biographies and team-profile content.
Browse bios →Headshots
Approved professional headshots for websites, profiles and marketing materials.
Browse headshots →
Can't find what you need?
Submit a Marketing Request rather than recreating an existing asset.
Marketing can confirm whether an approved piece already exists or help
develop an appropriate new one.