Bartlett Wealth Management (Bartlett) is a wealth management firm with offices in the Midwest providing customized investment management and financial planning services to high net-worth individuals, families and foundations throughout the region and beyond. The firm works tirelessly to help their clients chart the best path forward to financial success.
Sometimes, bringing financial concepts and information to life in an engaging way can be a challenge, but it was one our team at Scooter Media is up for.
Our agency was asked by the firm to celebrate another successful year with their internal and external stakeholders. Our team leveraged data points and information provided by Bartlett to visually represent the various awards and major milestones in a year-in-review infographic in 2019 and 2020. However, we didn’t stop there. We also translated the infographic into a suite of breakout graphics to be used for social media. In addition, Scooter Media has worked with the firm create various visuals to better explain and represent the firm’s specialized service offerings on social media for current and potential clients.