55ip | Case Study

Helping advisors grow their practices

Challenge

A leader in the fintech industry, 55ip provides personalized, automated tax-smart solutions to help advisors deliver greater value to their clients. However, not all advisors were taking full advantage of 55ip’s capabilities. 55ip partnered with Crackerjack to change that.

Solution

Together, we created the Advisor Playbook—a 36-page interactive digital guide that combines platform insights with practice management tools. Featuring downloadable resources, client-ready scripts and emails, and hard-hitting industry stats, the Playbook is designed to help advisors grow their practices, differentiate their services, and confidently address their clients’ tax management challenges.

INDUSTRY

Financial

services

Brand strategy & execution

Copywriting
Graphic design
Collateral
Print production & fulfillment

Results

The Advisor Playbook exceeded expectations, achieving 25% client engagement within its first quarter—the highest engagement rate of any communication 55ip has launched. Advisors responded enthusiastically, leaving meetings with actionable steps, such as leveraging Playbook content for their own marketing efforts. Recognized with a Summit Marketing Effectiveness Award, the Playbook was celebrated for its impact on driving business growth and strengthening advisor relationships.

“The Advisor Playbook far exceeded my expectations. It’s now a foundational part of how we help financial advisors improve their practice management.”

– Sachin A. Shah, Chief Executive Officer, 55ip

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