How do you communicate a wealth management company’s extraordinary level of service and sensitivity to clients’ unique needs without speaking with their clients? Shot prior to the SEC lifting the ban on client testimonials, we found that interviewing members of the team instead can be just as valuable.
“We could see the ROI almost immediately… The video they created helped us articulate the heart of what we do. It’s almost like they became part of the passion. Melissa steps into you and becomes part of the heart of your business.”
BETH KRASZEWSKI | PRESIDENT | PURPOSEFUL WEALTH ADVISORS