For wealth managers · ORANGE COUNTY + SAN DIEGO
Meet thepeoplefirst.
Introduce your team and explain your approach in language people can follow. Help prospective clients understand who they would be speaking with.
Discuss an advisor videoREAL INTRODUCTIONS. CLEAR EXPLANATIONS.
Business-interview format example; no investment performance or advisor results implied.
A MORE PERSONAL INTRODUCTION
Give the first conversation
a place to begin.
Let your team introduce its approach in clear language. Keep service details, factual statements and disclosures with the appropriate review owner.
Start with the relationship.
Meet the advisors
A direct introduction to the team and its way of working.
Explain a process
A clear overview of the steps a prospective client can expect.
Plan approval
Your firm identifies who reviews regulated statements and disclosures.
Your expertise. Your review.
Scope the audience, topics, speakers, locations, compliance-review responsibilities and final placements before production.
Before the camera rolls.
Who approves regulated claims?
Your firm’s authorized reviewer. This is video production, not investment advice or a compliance certification.
Are results promised?
No investment or client-acquisition outcome is promised. The communication goal and intended use are agreed in the project scope.
FILM PRODUCTION / STOKING FIRE PRODUCTIONS
Tell us about
the film.
Your idea, your audience, and where you’d like to film. Start with a few useful details.
Do not include account numbers, client records or personal financial details. Your brief is saved to Stoking Fire’s project desk. It does not reserve a shoot or book a meeting.