>> Extensive experience working within the rep/advisor and end client marketplace, through creating and delivering marketing campaigns. We know the nuances involved in creating materials for advisors to use with their end clients, and can create and deliver a cohesive message throughout multiple media tailored to both advisors and end users.

>> Expertise in managing and delivering design projects within a tight timetable, and extensive experience with the successful delivery of projects championed by many stakeholders. We have successfully facilitated complex approval processes, are well versed with compliance guidelines for writing/designing for financial services, and in addition to our corporate experience, we have also worked with non-profit organizations and government agencies.

>> An understanding, based on our work with financial representatives and their clients, of the level of financial awareness that exists throughout the country, and the opportunities that exist to increase that base of knowledge.

>> Development of nationwide campaigns and events, including a conference series focused on "on-ramping" that addresses issues related to mothers returning to work after a protracted absence caused by childrearing. This conference has been held in multiple states, over a period of several years, and continues to build momentum.