Merrill Lynch

Investing in the richness of life.

About Merrill Lynch

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

  • Event
  • Design
  • Video
  • Digital
  • Collateral
  • Sales support

Event Experience

A 3-day multi-sensory event experience

that breathed new life into an event for top advisors.


Personas that highlight tools and resources

to help advisors better serve their clients.

Content Strategy

A content strategy for executive presentations

that energized speeches and drove traffic and engagement with specific topics.

how it worked

How it worked.

88% of attendees found it easy to apply learning to their practices
8/10 said they were able to deepen relationships with investment managers
"Wonderful exhibit experience. Really very impressive. The flow and access were fun and informative."