The annual APIC (Association of Professional Investment Consultants) conference rotates locations across the U.S. Membership is available to FAs utilizing any Consulting Group platform at Morgan Stanley.
For the 2023 APIC conference in Orlando, Florida, there was a clear mission: to brand the event around the theme “Wealth Management 3.0”. The aim was not only to engage longstanding members but also to draw in new participants with a fresh, modern approach that resonates with the evolving landscape of investment consultancy. The vibe? Modern and contemporary, yet welcoming.
In response to APIC’s conference vision, I embraced a forward-thinking design strategy. Inspired by the themes of wealth and management, I illustrated a contemporary journey highlighting the continuous steps towards these objectives. The core concept aimed to depict the evolving mindset and progression inherent in wealth management.
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