DST Seminar
The Delaware Statutory Trust (DST) offers real estate investors the opportunity to defer capital gains taxes on the sale of investment properties. To educate and empower real estate owners, investors, and landlords on this topic, FIG's partner Brian Evans leads a specialized workshop. This seminar is designed to provide tailored insights and strategies for these audiences.
I collaborated with a dedicated task team to work closely with Brian's team, and together, we developed comprehensive seminar materials that captured the essence of the content while aligning with the branding and messaging needs of Financial Advisors. This approach ensured that the materials were not only informative and relevant to the target audience but also seamlessly integrated into the financial services sector, enhancing the overall value and impact of the seminar.
Type:
Austin, TX
Date:
2020
Goals
• Update current seminar materials
• Expand the seminar package
• Marketing Tactics
• Plan workshop pricing and schueling
Skills acquired
Collaboration
Marketing Stategy
Event Planning
Pricing Strategy
Our task team was responsible for refreshing his existing content, revamping the layout, and enhancing the imagery of his materials. To further elevate the seminar offerings, we introduced several new resources designed to align with the seminar’s objectives, providing attendees with a more cohesive and engaging learning experience.
After collaborating with our content team, I took on the task of updating the overall branding and imagery. Over the course of several weeks, through multiple revisions and incorporating all of Brian's specific requirements, I successfully developed a customizable template. This template ensured a clear, easily readable flow across all materials, making them both visually appealing and user-friendly.
Tools & Softwares
OneNote
Content planning
and editing
Workfront
Task and Project Workspace
Adobe InDesign
Content and ayout alignemnt workspace
Adobe Illustrator
Illustration and design workspace
The Tasks
01.
Industry Research
Studied the industry and developed content that works for various businesses.
02.
Develope Templates
Designed and crafted two distinct style templates (Options A and B) across four bundles, ensuring each template effectively catered to different company brands and industry needs.
03.
Structured Pricing
Analyzed market trends and client needs to establish fair and accessible pricing options. Tailored these options to be especially advantageous for newer clients, helping them access quality marketing materials within their budget.
04.
Formed Strategic Partnership
Engaged with a reputable printing partner to streamline the production process. This partnership enabled a more efficient workflow, ensuring that high-quality materials were delivered promptly to clients.
05.
Launched Marketing Department
Contributed to the creation of a fully operational marketing department, integrating design, printing, and distribution services. This initiative provided clients with a seamless, end-to-end marketing solution, enhancing their overall experience and satisfaction.
The Results
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