CampaignsShipped
Edward Jones
Event design and strategy for empowering female financial advisors through social media mastery.
Project Conditions
RoleAgency Designer
ClientEdward Jones
ToolsInDesign, Figma
Duration4 Weeks
StatusShipped
Output
Event DesignSocial MediaFinanceStrategy
At a Glance
- Event empowering female financial advisors through social media mastery
- Personal branding on LinkedIn and the six golden rules of prospecting
- Sell sheets and a creative journey map, fully within brand compliance
The communication objective was to empower female financial advisors by providing them with essential knowledge to leverage social media. Through an engaging event, we aimed to equip participants with practical strategies to grow their client base and establish thought leadership. The key message: "Join us for an exclusive event designed to help you master social media and elevate your financial advisory business to new heights." The agenda included Personal branding on LinkedIn and the 6 Golden rules for prospecting. I developed sell sheet layouts and a creative journey map aligned with Edward Jones' brand. The focus was on clarity, hierarchy, and trust, translating the "wave of emotions" into approachable, compliant designs.
Case Study
Final Artifact
Event collateral: sell sheet layouts and a creative journey map aligned to Edward Jones brand standards.
Key Design Moments & Impact
01
Clarity inside compliance
Finance brand rules became a canvas for hierarchy and trust, not a cage.
Reflection
Agency work taught me speed inside systems. Constraint is a brief, not an obstacle.