The end of the tax year is the busiest time for financial Advisers. It’s a time when they have more client conversations than they can manage so it’s key that they add value and don’t waste the opportunity to secure business. Each year the public is predicted to pay billions more in tax than required, by not taking advantage of the available tax planning options. Many of these people are probably unaware of this and so it falls to their Advisers to inform and educate them.
Pru understands this, so developed a range of communications that Advisers can use to help them have better, more enriched conversations with their clients. Giving the advisers the ability to focus on the best outcome solutions.
Myself and a copy writer were set a brief to create a platform for these communications. We needed creative guidelines including the platforms name, a design construct and a sails aid app and a whole set of collateral assets.
Time to Talk is all about conversations made easy by Prudential, this led to a simple but sophisticated construct of using speech bubbles as the vessel for communication. Real-world adviser issues would be used as headlines, then the answer in the red bubble would be genuine solutions that Prudential offers. This allowed the ads to work either on a top level or extremely tactically, resulting in a flexible and effective creative platform.