Vanguard Financial Services is the most trusted mutual fund provider in the world. Returns come slower than the competition, but they always come. To make up for the conservative gains, Vanguard charges lower fees. That makes it an easier sell for financial advisors but provides them with less revenue.

Vanguard needed to give advisors the attention they craved and the tools they need to make Vanguard a recommendation that's worth their while.

We created a sales kit, field guide, and value-added content to distribute in multiple channels. All of it would reinforce Vanguard's reputation as the voice of reason and a financial leader to follow.