Campaigns · 2023
Edward Jones
Event design and strategy for empowering female financial advisors through social media mastery.
Client
Edward Jones
Year
2023
Role
Agency Designer
Duration
4 Weeks
Status
Shipped
Delivered
Event Design, Social Media, Finance, Strategy
[ 01 // Context & challenge ]
- 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
[ 02 // The idea ]
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.
[ 04 // The outcome ]
Event collateral: sell sheet layouts and a creative journey map aligned to Edward Jones brand standards.
01
Clarity inside compliance
Finance brand rules became a canvas for hierarchy and trust, not a cage.
Agency work taught me speed inside systems. Constraint is a brief, not an obstacle.
You have the idea. Let's make it real.
Thirty minutes, free, no pitch. Tell me what you're building and where to begin.
