Client-ready content that promotes your firm, your voice, and your values.

One of the biggest challenges advisors face today isn’t just managing portfolios—it’s clearly communicating the value they bring.

At DWS, we provide branded marketing tools and educational content that help you promote your firm, your expertise, and your process—in a way that reflects who you are. These materials are built to be reused, shared, and adapted to support the full client journey.

Put Your Brand Front and Center

Every handout, slide, or email you send should reflect the professionalism and care you bring to your work. That’s why our content is designed to be firm-branded and advisor-personalized—so your clients don’t just see great information, they see you as the source of clarity and leadership.

Whether you’re explaining a planning concept, walking through an investment philosophy, or onboarding a new client, our materials are structured to support connection, education, and trust-building.

What’s Included

You’ll gain access to a full library of reusable, purpose-filled content, including:

• Branded Tear Sheets
  One-pagers that explain complex concepts in simple, client-friendly language—ready to share at review meetings or via email.
• Client Presentations & Decks
  Professionally designed slide decks you can tailor with your firm’s logo and messaging—for one-on-one or group education.
• Educational Content & Articles
  Timely, compliant, and customizable articles you can post, email, or use as conversation starters with clients and prospects.
• Onboarding & Planning Tools
  Visual aids and checklists that enhance how you present your process and value.

Designed to Build Relationships, Not Just Awareness

These aren’t generic downloads or off-the-shelf templates. Our resources are created to help you deepen relationships, deliver meaningful education, and enhance the client experience—all while promoting your unique brand and approach.

Let’s chat.

We’d love to show you how to bring your brand to life through content that educates, engages, and elevates every client interaction.