How do you get people to overcome fear and trepidation about change? Make them excited for what lays ahead while nervous about being left behind.

My team helped Charles Schwab reach their audience of independent advisors with a multi-tier campaign designed to turn fear of change into a fear of missing out. Rather than promoting Schwab, the narrative was shifted entirely to focus on the audience. The worked tapped into what was most important to the advisors: a sense of purpose, doing what’s right for their clients, employees and bottom line.

We created eye-catching infographics to generate excitement and a suite of tools to answer questions and help decision making.

The results:

49% increase in leads generated over the previous year

A new perception of Schwab among billion-dollar advisor teams nationwide

Project role:

Ideation / Art direction / Illustration / Design

Final illustrations by Mark Airs