Capital Group: A very, very, very private client
A financial planner’s very well-known prospective client wouldn’t review any proposal until they were sure the planner understood the prospect’s vision, spirituality, and visual language. Working with an illustrator who knew the prospect well, we told a story that showed them and the financial planner working together into the future. It’s all very hush-hush, so contact me if you need the password.
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