CHALLENGE
Atria’s final national conferences occurred during an active acquisition by LPL Financial, presenting a complex brand challenge: communicate change without disruption. The creative approach needed to unify both identities while reinforcing stability and trust. When LPL introduced a rebrand between conferences, the visual system was recalibrated to incorporate the new identity—maintaining conceptual continuity while evolving execution.
APPROACH
Developed a unifying creative system that thoughtfully blended Atria and LPL brand elements—color, typography, motion, and environmental graphics—to visually signal alignment and momentum. The experience was designed to feel intentional and forward-looking, using the environment to tell the story of transition, stability, and continued opportunity.
OUTCOME
The conference fueled excitement and anticipation for the merger, helping advisors, financial institutions, and employees confidently visualize the transition. The integrated brand experience reinforced trust and positioned the acquisition as a strategic evolution rather than a disruption—contributing to the successful transition of well over 80% of advisors and financial institutions to LPL Financial.
