Implementation Guide

The client needed an evergreen brochure—both print-ready and digital—for financial advisors to share with their clients. The goal was to consolidate four separate brochures into one streamlined piece that tells a cohesive, easy-to-follow story about various types of bond funds and their performance. Designed for quarterly updates, this brochure is distributed to advisors nationwide, providing a consistent, brand-aligned resource that simplifies complex information while supporting client conversations.