Fisher Investments
Branding and Demand Generation
Developed brand guidelines and a sales pitch book to support market expansion for Fisher Investments® 401(k) Solutions.
Client: Fisher Investments®
Before: Lacked tailored branding and sales materials for the 401(k) market segment.
After: A clear, professional identity and pitch tool that drove advisor engagement.
- Designed comprehensive brand guidelines to ensure visual and messaging consistency.
- Created a polished sales pitch book to support demand generation and client acquisition.
- Helped position Fisher as a trusted partner in retirement plan solutions.