Earlier this year, Envestnet contacted us about creating a film to show at their annual Advisor Summit conference in Chicago that would also promote the new book they are releasing called: The Essential Advisor: Building Value in the Investor-Advisor Relationship written by Envestnet’s own Bill Crager and Jay Hummel, with a forward by Jean Chatzky.
From the beginning, the plan was to create a story-based film that would engage advisors and tell the story of how advisors help change the lives of investors they work with. We all agreed that it would be great if we could base the video on a true story, so we asked Envestnet to compile a list of stories that they had heard over the years from advisors that we could potentially use as a basis for the film. It didn’t take them long to come back with a long list of stories, but one of them in particular stood out to us.
The story used in this film is based on a true story and tells the story of how a financial advisor was able to help out an entire family by helping them plan for their daughter’s future. It was a fantastic story and we knew right away it would be the perfect way to launch their “Essential Advisor” initiative.
Once we have everything locked in place with them, we spent weeks planning, casting, writing the script and preparing our shot list. We made the decision to film local and have Charlotte be the setting for the film since they have a huge financial services presence. Once everything was complete, we sent it over to Envestnet for review…. and they loved it.
The film was debuted on May 18th and their conference in Chicago in front of more than 2,000 attendees and then went out to the media to help promote their new “Essential Advisor” initiative. It is something we are so proud of a story we are so glad we had the opportunity to tell.
Financial Advisor: Scott Alms
Mike Elder: Ron Bryant
Ellen Elder: Mia Bryant
Mackenzie Elder: Bailey Weidman
Jason Wilson: Jason Weidman