Questions advisors ask
Something else on your mind? Bring it to your consultation.
How much of my time does this take?
About three hours from start to finish: a short consultation, a 45-minute Zoom so we can get to know you and your practice, and the recording itself. We handle the preparation, direction and editing.
Do I need to write or memorize a script?
No. We prepare talking points customized for your ideal clients and your firm’s policies. Drew guides the conversation; you show up and talk shop.
I’m not a natural on camera. Will this work for me?
That’s exactly who we’re for. Drew started his career with a paralyzing fear of public speaking, and he has directed hundreds of speakers to come across as trustworthy and authentic as they are one-on-one.
Where do we record?
Remotely, with equipment we ship to you, or at our beachside studio in Mission Beach, San Diego. Either way, we guide you every step of the way.
Can my firm review the video before it’s shared?
Yes. Talking points are prepared with your firm’s policies in mind, and you and your firm review the edit before anything is shared.
What if I don’t like the result?
You’re covered by our 100% satisfaction guarantee. If for any reason you aren’t happy with your video and decide not to use it, we’ll refund you.
Is a trip to the San Diego studio tax deductible?
It may be. Ask your CPA.
TODO(Drew): add compliance, pricing and timeline questions once confirmed.
Let’s make a video you’d be proud to send a prospective client.
We handle the preparation, direction, and editing. You bring the expertise.