Why Every Financial Professional Needs a PDF Brochure (Done Right)

Should You Have a Brochure? Here’s the Right Way to Use One

Hello, I’m Sandro Forte. Let’s talk about brochures—a marketing tool that every financial professional seems to have, but few truly use to their advantage.

Most brochures I’ve seen follow the same pattern: a glossy design, a few color photographs, a short biography, and a list of products or services. The problem? Nobody really reads them, and they rarely make an impact.

Instead of following that outdated formula, I focus on using a brochure to start building a relationship before I even meet a potential client. That’s where the power of a PDF brochure comes in—not a printed one, but a digital version that’s easy to share, inexpensive, and more effective.

The Two Key Principles Behind an Effective Brochure

When I create my PDF brochure, I design it to work with two of my core business principles: authority and consensus.

1. Authority – My brochure includes links to articles I’ve written, showcasing my expertise and positioning me as a trusted authority in my field. Even if you’ve never written your own articles, you can still include well-chosen pieces from respected sources.

2. Consensus – I include seven or eight genuine client testimonials. These are short but powerful endorsements from clients who love working with me. When prospective clients see that others value my work, they’re more inclined to trust me too. 

Why This Works

When I send my PDF brochure to a prospective client—alongside necessary documents like my terms of business—it does more than provide information. It shapes their perception before our first meeting. They see me as knowledgeable, experienced, and trusted by others. And in business, perception often becomes reality.

Final Thoughts

You don’t need to spend money on glossy, expensive brochures that sit unread. Instead, send something simple but powerful—a PDF brochure that’s easy to access, inexpensive to produce, and built around authority and consensus.

By the time you meet your prospective client, they’ll already feel like they know you—and trust you. That’s the kind of head start every financial professional should aim for.