01
Who you serve
A page a stranger can use to tell if they should enquire.
FIELD 17 OF 20 · GERMANY
Financial advice firms
Clear pages for who the firm serves. MitCoral does not write advice, performance, or a promise.
Financial advice firms
FIELD 17
A page that says who the firm serves. The advice stays with the firm.
- 01 Who you serve
- 02 The meeting
- 03 Approval
THE WORK
How the brief changes in this field
MitCoral writes the public page: who the firm serves, what a first meeting is for, and how to ask. Wording that could be read as advice, a forecast, or a performance claim is left to the firm and to the rules it already follows.
The enquiry collects only what the firm asked to know before a meeting. It reaches the adviser or the desk, not a marketing tool that keeps a second copy for its own sake.
We do not invent assets under advice, returns, or client stories. If a line needs approval inside the firm, the firm approves it before it is published.
IN THIS FIELD
What changes here
02
The meeting
A request for a conversation, not an application for a product.
03
Approval
The firm reads the page before it goes live.
THE BOUNDARY
Where it fits
A FIT
This fits a firm whose site is either silent about who it serves, or louder than the firm is willing to be.
A LIMIT
We do not give financial advice, and we do not publish performance. Compliance review stays with the firm. The first version is the page and the meeting request.
THE FIRST VERSION
From the first call
Three marks. The page goes into real use before the scope grows.
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01
Client
Who the firm will meet, said in plain language.
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02
Meeting
What the first conversation is, and what it is not.
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03
Review
The firm approves the page before it is public.
THE SERVICES
What this field usually needs
Digital marketing is first. The others are only here when the page cannot hold the work.
ON THIS FIELD
Questions teams ask
Will you write investment content?
No. We describe the firm and the meeting. Anything that could be advice is drafted by the firm or left off the page.
Do you publish returns?
No. We do not invent performance, and we do not ask for a number to decorate the page.
Who approves the wording?
The firm. We do not publish a page of this kind until the firm has agreed the lines.
The other fields
Same studio, same order of work. The page changes with the field.
Healthcare practices
Dental practices
Legal practices
Accounting firms
Real estate
Hotels and hospitality
Restaurants
Education and training
Consulting firms
Manufacturing
Logistics
Construction
Retail and shops
Automotive
Fitness studios
Beauty and salons
Nonprofit organisations
Software companies
Travel companies