Video Production for Financial Advisor Engagement
Please find under a summary covering project details and feedback. The innate facts are kept as they are, special information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the chairman of MassMutual Trust Company. We prepare special labors to affluent clients with a high net worth. Our team of 40, including investment professionals, attorneys, and certified confide officers, help clients and advisors handle their complexities in their financial affairs.
Desired goal
What challenge were you trying to address with Guy Bauer?
We work primarily through financial advisors as intermediaries. Sometimes it’s hard to expound what we do to 9,000 advisors athwart the country. We wanted a video that had a interaction that resonated with advisors. We needed them to apprehend the space we hold and recollect our organisation in the forthcoming.
Provided solution
What particular tasks were responsible for?
A couple years ago, I began talking with Guy (Founder, Guy Bauer) almost this project and how I needed his help creating a brief video that crafted my interaction. It needed to be clear, crisp, wonderful, and able to hold watchers’ observation.
Was there a dedicated team?
I primarily worked with Guy and Tory (Head of Client Services–Account Director, Guy Bauer).
How did you come to work with Guy Bauer?
Guy Bauer was referred to me by a organisation that I do business with. I’d seen work that they did for another organisation and reflection it was rare. Three years ago, I contracted Guy, and he did a nice job. Then this past year, I went back to him with a different idea.
What are you approach expents (if diclosed)?
The project cost almost $65,000.
What is the terminal result of working with ?
We began working unitedly almost a year ago and concluded the project in December.
Results achieved
Are there any measureable or plum results?
We shared the video with investors and internally. Feedback has been terrible. People have commented assertion it’s the nicest work we’ve ever formd. It was posted on our website a few weeks ago, and have accepted real posts from employees and other viewers. The video is gaining traction and visibility.
How did Guy Bauer accomplish from a project handlement standpoint?
Guy Bauer has a answering team. Tory does an excellent job in setting expectations and interacting through email. They always liberate when they promise, and if for some reason they can’t, they’ll get back to me and will expound the delay. Guy works efficiently with his team, brainstorming and coming up with creative ways to fetch my idea to life. They’re an rare cluster to work with.
What is (from your point of view) the key factor to pay observation while intercourse with ?
I was impressed with their writing staff. I also appreciated that I could adjoin with them on parts of the project I wanted to see, and they were answering to show me any clip or photo. Not only does Guy Bauer form a high-end fruit, but they accomplish an rare labor. They apprehend the weight of being useful and answering.
What aspects of their work would you like to get improved?
I can’t ponder of any.
Do you have any advice for possible clients?
Clients should be straightly implicated, setting the course and having a clear vision. After that, they need to let Guy take over. New clients also need to be included in the leading delineation their team puts unitedly and those soon meetings. They hear and come back within a week with their program.
