The investment advisor story

After assembling a new website for Marvin, we needed to find a new way to increase lead generation for his financial planning practice. Our research found that trust for investment advisors amongst consumers was the lowest compared to other industries. The strategy was to tell Marvin’s personal story through digital video to break down the initial relationship barriers that many consumers put up when looking for financial services.

The key to our production was not to make a “sales” video, but to focus on Marvin’s personal story and establish a relationship prior to the prospect calling Marvin.

Link to video opens new window: An Advisor’s Story