Vanguard Australia

From Stage to Screen: Extending the Reach of Financial Education

A long-term partnership with Vanguard means never settling. For the 3rd year, BITE delivered their national Adviser Roadshow spanning five events in five days across Perth, Melbourne, Sydney and Brisbane, including a professionally produced virtual event. The program enabled Vanguard to engage advisers at scale while extending the reach of its thought leadership beyond the live events.

Events & Conferences

Perth, Melbourne, Sydney & Brisbane

Challenge

After 3 years of delivering their Adviser Roadshow, our challenge is to constantly raise the bar. How do we seamlessly orchestrate four live events and one filmed virtual experience across Australia in just five days, while continually elevating the experience for a 1,300+ audience?

Approach

Vanguard values its adviser network as a critical partner in helping Australians achieve better investment outcomes. The program strengthened adviser relationships while sharing insights into global markets and long-term economic trends shaping investor behaviour.

Under the theme ‘The Adviser of the Future’, the program explored the strategies, capabilities and mindset that will define the next generation of financial advice.

BITE delivered a fully integrated, end-to-end event solution, including creative strategy, production and national event delivery, with key elements including:

A flexible stage design that adapted seamlessly across multiple venues, audience sizes and technical environments.
Transforming presentation content from traditional PowerPoint into Apple Keynote to deliver high-impact visuals and sophisticated animations, showcased on large-format LED screens.
End-to-end event management, including venue sourcing, catering, online registration and adviser communications.
Producing a professionally filmed and edited virtual event, extending the event’s reach beyond the live audience.

Outcome

The national roadshow reached 621 financial advisers across the live events, with a further 733 participants joining the virtual experience, significantly extending the program's reach.

The elevated creative production approach was so successful that elements of the format have since been adopted by Vanguard in other global markets. Most importantly, the program received overwhelmingly positive feedback from attendees, who praised both the quality of the content and the calibre of the presenters.

2027 is shaping up to be bigger and better, with Adelaide confirmed to join the roadshow! Lucky we love a challenge!