Shifting from assets to goals.
Merrill Lynch wanted their advisors to move beyond thinking about clients assets under management, to a more thorough consideration of their goals, aspirations and life priorities. During the annual advisor conference, we created an experience that immersed advisors into the lives of their clients. We showed them how Merrill Lynch’s tools and resources can help them build financial strategies that better serve their clients’ long-term goals.
What We Did
- Sales support
Personas that highlight tools and resources
to help advisors better serve their clients.
A content strategy for executive presentations
that energized speeches and drove traffic and engagement with specific topics.