Defining an Investment Approach with Video

A series in online branding efforts for increased client engagement and inbound marketing purposes

We’re pretty strong advocates for using video, over and above the printed word, to help RIAs distribute their intellectual capital. The reasons are fairly straightforward:

  • Preferential SEO treatment
  • Mobile device friendly
  • Social sharing friendly
  • Infinitely replicable
  • Visual portrayal of credibility-lending non-verbals
  • Ease of distribution

For this project, we first helped our client define their investment approach – generally the most difficult part of the process even though, in this case, they have been using this approach everyday for over 30 years. We then worked with their team to determine the best way to bring this investment approach to life so that it could become an asset to the firm’s online branding efforts.

The end result of our efforts can be viewed below. Additional samples of our branding work with video for this firm can be viewed on this page. If you are an active social media user, please consider sharing this topic with your acquaintances who may benefit from our services.