Video Strategy Proposal

Your Advisors Have a Truly Unique Story.
It's Time Your Clients Heard It.

Two former MLS champions who became fiduciary advisors — that's a trust story money can't buy and competitors can't copy. We'll capture it in two cinematic story films, shot in one 6-hour day at your newly renovated Raleigh office.

The Opportunity

Referrals Arrive Already Trusting You.
Strangers Don't.

You told us the firm is ready to move beyond referrals and generate its own leads. Here's the catch: a referred prospect arrives already trusting you. A marketing lead doesn't — they land on your website, size you up in minutes, and decide whether to book.

Right now that website says what you do. It can't show who you are — the warmth, the discipline, the fact that your two lead advisors competed at the highest level of American soccer and now sit on the same side of the table as their clients. Video is the only medium that transfers that kind of trust before the first meeting.

57%

of investors research an advisor online before ever making contact

visitors are far more likely to stay — and convert — on pages with video than text alone

Sources: Broadridge investor research; Wistia/HubSpot engagement data. Illustrative, not a performance promise.

Why Video, Why Now

Video Builds Trust Quickly

Trust Before the First Meeting

High-net-worth families and business owners don't shop on price — they choose the advisor they trust. Two minutes of William and Brian on camera does what ten pages of copy can't.

A Story Competitors Can't Copy

Every RIA claims "fiduciary" and "personalized." Only Oak Harbor can say MLS Cup champions built it. That story is your moat — right now it's buried in bio pages.

Approachable, Not Intimidating

You said it yourself: the firm should feel personal, not corporate. Seeing the whole team — faces, voices, why they do this work — lowers the barrier to that first call.

One Shoot, Working Everywhere

Homepage, LinkedIn, email signatures, proposals, the Athletes page — both films keep selling for years, on every channel where a prospect meets you.

The Recommendation

Two Story Films. One Six-Hour Shoot.

Both videos are built from story-focused interviews — real people, real answers, no teleprompter stiffness — plus natural B-roll of the team at work in your office.

Video 1 — The Brand Story (~2 min)

William & Brian: from the pitch to the planning table

SegmentContentPurpose
The HookLife at the top of pro soccer — and what it taught them about trusted teamsInstantly memorable; no other firm opens this way
The TurnWhy they became fiduciary planners; the advice they wished they'd hadEmpathy — they've been the client
The DifferenceFee-based, same-side-of-the-table advice vs. product-driven firmsPositions the fiduciary advantage in plain language
The InvitationWho they serve best + a warm call to book a conversationConverts trust into booked meetings

Video 2 — Meet the Team (~2 min)

All four faces of Oak Harbor, personal and approachable

SegmentContentPurpose
Who We AreEach team member on why they chose this work — including Sterling & VirginiaClients work with the whole team, not just advisors
How It FeelsWhat a client experiences: responsiveness, care, proactive check-insMakes "service-oriented" tangible
Behind the ScenesB-roll of the renovated office, team collaboration, client prepShows the firm prospects will actually walk into
The WelcomeA collective, warm invitation to reach outLowers the barrier for the hesitant prospect
Sample Work

Here's What This Looks Like Finished

Two films from our library — one from your industry, one that shows the exact interview-and-B-roll approach we're recommending for Oak Harbor.

Cook Wealth — "Live Life Empowered"

Why this one: a wealth-management practice much like yours. Same fiduciary trust problem, same need to feel personal instead of corporate — this is the tone we'd be aiming for with your brand story film.

Coates Hearing Clinic

Why this one: a different industry, but exactly the filmmaking style we're recommending — documentary interviews cut against natural B-roll, with real answers rather than lines read to camera. That's how both Oak Harbor films would be built.

Bonus Included in This Package

A Homepage Built Around Your Story

A great film deserves a stage. As part of this engagement we'll redesign your homepage around the StoryBrand framework — your client as the hero, Oak Harbor as the guide, and the brand story video playing above the fold. We've already drafted the concept in your existing brand:

oakharborwealthpartners.com — proposed redesign

Open the Full Concept

How It Works

One Filming Day. Zero Disruption.

A 6-hour window at your office with a crew of three. Interviews run 30–40 minutes per person — everyone's back to work the same day.

Strategy

Creative meetings with the advisors — we find the story arcs before a camera appears.

Story Prep

Interview questions and shot plans crafted so answers become the script — natural, not read.

Production

One 6-hour day at 2626 Glenwood Ave: interviews + office B-roll, crew of 3, cinema cameras & pro audio.

Post

Editing, color grade, licensed music, logo animation, lower thirds. Two revision rounds per film.

Delivery

4K masters + web-optimized versions, with guidance on placing them across site and LinkedIn.

Investment

The Oak Harbor Story Package

Everything Included

Creative strategy & story development with the advisors
Interview scripting & story outlines for all four team members
One 6-hour filming day at your Raleigh office, crew of 3
Cinema cameras, professional lighting & audio
Editing, color grade & sound mix — two revision rounds per film
Licensed music, logo animation & lower thirds
StoryBrand homepage redesign concept (shown above)
Delivery + deployment guidance for web & LinkedIn

Deliverables

1
Brand Story Film

~2 minutes · 4K master + 1080p web

2
Meet the Team Film

~2 minutes · 4K master + 1080p web

3
Redesigned Home Page

StoryBrand design concept · built around the brand story video

Total investment
Turnkey — strategy through delivery, no hidden line items
$9,806

Ready to Start the Conversation?

No pressure, no obligation — grab 30 minutes with Ammon to talk through the concept, tweak the scope, or just ask questions. We can typically film within a few weeks of a green light.

Book a Call with Ammon

or email ammon@blueforeststudios.com