A year of video.
    One week of your time.

    We're a concierge video firm built exclusively for financial advisors. You tell us your story, we write the scripts, you record in our Denver studios, and leave with a year of content that builds trust at scale.

    Apply for Concierge
    196
    Videos in 12 months
    51
    Long-form YouTube videos
    145
    Short-form videos
    2
    Private Denver studios
    IN THEIR WORDS

    Advisors who did it already.

    Apply for Concierge
    Alicia Schonberger, CFP®, CDFA®
    100+Videos in one year
    DozensOf new clients
    ADVISOR STORY

    "I was so nervous when I went to film in their Denver studio. Nate took the time to make me comfortable and gave me the confidence to forge ahead.

    One year and 100+ videos later, I have dozens of new clients, and colleagues reach out to me to collaborate instead of me begging for a get-to-know-you coffee.

    Was it a low cost way of marketing? No. Did it take a leap of faith? Yep. But I'm so happy I made the investment in myself and my business, and my life and my clients' lives are better for it."

    Alicia Schonberger
    CFP®, CDFA®
    "I'm beating clients off with a stick. 100% best marketing opportunity with the best ROI. I've posted 11 videos and have gained 8 new clients and 3 more qualified opportunities!"
    Skyler Denny, CFP®
    Skyler Denny
    CFP®
    "My calendar is steadily filling with qualified prospects from my 500,000+ views on Facebook (in 41 days). I can't thank you all enough for building this infrastructure that helps a solo advisor like me in a rural area organically reach hundreds of thousands of qualified prospects."
    Griffin Saddler, CFP®
    Griffin Saddler
    CFP®
    Apply for Concierge
    THE EXPERIENCE

    Two Denver studios, entirely yours for the day.

    No rented conference rooms and no rushed shoots. Private sets, a green room, a full crew, lunch handled, and a director whose only job that day is making you look excellent on camera.

    What we'll do together.

    Rigorously written
    Our scriptwriters are current or former advisors and CFP® practitioners trained on our Idiolect framework. They speak your language and can perfectly match a concept to your voice.
    Effortlessly edited
    Our team of 20 in-house video editors have edited thousands of videos for financial advisors. They know how to spell 401(k).
    Meticulously managed
    Your dedicated project manager oversees the entire project. They know when videos are going out, and how the last video performed.
    Diligent direction
    Of course you are not the best on camera, and no, you do not have a face made for radio. Our videographers bring out your best while delivering a luxury studio experience.
    196 videos
    51 long-form YouTube videos and 145 short-form videos over 12 months, scripted, edited, and posted for you.
    4 days on camera
    Every long-form video is filmed across two 2-day blocks in our Denver studios, six months apart. We send you the equipment to film the rest in your office.

    Ready to see if it fits?

    We take nine new Concierge clients per quarter. Applications are reviewed within 48 hours.

    See if Concierge is a fit for your firm.

    After submitting, you'll be taken to our calendar to book your 30-min discovery call.
    After submitting, you'll land on our calendar to pick a time for your 30-min discovery call. No spam, no pitch decks.