National Sales Workshop

site visit | concept development | art direction | design | copy writing | icon creation | vendor coordination | production

We are “Investing in you” through skills coaching, simplification and alignment of messaging. The goal was to have the US Wealth Advisory Marketing teams walk away with a deep understanding of our priorities for 2019 and how we’re continuing to invest in a scalable, repeatable sales process to help them drive more consistent client engagements and sell across our platform.

We used a bold and simple identity to help ensure the event was impactful and memorable, while transforming the tone of previous years to a more contemporary, informal workshop.