Client Results

What happens when financial firms stop guessing and commit to the system.

The pattern is consistent. Visibility compounds. Trust scales. Pipeline stops being a mystery.

Industry Proof

What the industry has already proven.

These aren't projections. They're documented outcomes from financial services firms that committed to video as a business development system. Different sizes. Different markets. Same pattern.

Root Financial
20M
New AUM generated annually through video
Net-negative marketing costs. The content engine produces more revenue than it costs to run — compounding returns from a system that works whether the team is in the office or not.
Oak Harvest Financial Group
5M → 50M
AUM growth over five years
1,000
Annual appointments generated from video content alone
A nine-fold increase in assets under management — driven primarily by a consistent, systematized video presence that built trust at scale before prospects ever picked up the phone.
Jazz Wealth
50M
AUM attributed to video-driven growth
45–73%
Below industry average client acquisition cost
Video didn't just build the brand — it restructured the economics of client acquisition. Less spend. More pipeline. Better clients who already understand the value before they arrive.
Pure Financial Advisors
$8 Billion
AUM — one of the fastest-growing RIAs in the country
15–25%
Of all leads traced directly to video content
At scale, video isn't a marketing channel — it's infrastructure. A quarter of every lead the firm receives can be traced back to a video someone watched before they ever raised their hand.

"The pattern is consistent across every firm that commits to the system: visibility compounds, trust scales, and pipeline stops being a mystery."

Industry outcomes cited above are documented and publicly sourced. Figures represent reported results from each firm's public communications and case studies.
The Model

What Meridian Capital Advisors shows is what this looks like when a firm your size installs the system.

Twelve advisors. A few billion in AUM. No video presence. The numbers below are illustrative. The mechanics are the same ones driving the results above.

Hypothetical Composite: Meridian Capital Advisors is a fictional firm created to illustrate what the Market. Present. Close. framework looks like inside a mid-size RIA. All figures are representative of achievable outcomes — not a specific client engagement. The industry outcomes cited in the section above are documented and publicly sourced.
Case Study
Meridian Capital Advisors
Independent RIA · 12 Advisors · .1B AUM · Southeast U.S.

Meridian was a well-run firm with strong retention numbers and a good reputation — inside their existing client base. Outside of it, they were invisible. No video presence. No consistent digital communication.

Advisors who left competing wirehouses were outrunning them on LinkedIn within 60 days because those advisors had video strategies from day one. Meridian's Managing Partner described it plainly:

"We win every room we're in. We're just not in enough rooms."

The challenge wasn't credentials or competence. It was visibility. The right prospects weren't finding them — and the wrong ones weren't converting because there was nothing to establish trust before the first call.

Results at 6 Months
340%
Increase in video content viewed by prospects
14
Inbound inquiries attributed to video content
.2M
New AUM from video-originated relationships
6 wks
Kickoff to first published video

How It Happened

The same three-stage system. Applied to a firm your size.

01
Market
Building the Infrastructure That Makes Them Look Like They Belong
MPC began with a full technology and environment assessment for three of Meridian's lead advisors. Each had different setups — a home office, a formal conference room, a minimalist corner space. MPC configured lighting, sound, and teleprompter technology for each environment.

The goal wasn't just to make them look good. It was to create a system where recording felt low-friction — so content actually got produced on a schedule, not whenever someone felt inspired. Within six weeks, all three advisors had produced their introduction videos, two market commentary pieces each, and one client appreciation message. Nine videos in 42 days from a team with zero video infrastructure six weeks earlier.
02
Present
Coaching the Delivery Until It Sounds Like a Person, Not a Script
Two of the three advisors had never been on camera in a professional context. One described himself as "physically uncomfortable" in front of a lens. MPC's communications coaching addressed the mechanics first — pacing, eye contact with the teleprompter, eliminating filler language — and then moved to message architecture.

The objective wasn't to make them sound like broadcasters. It was to make them sound like the version of themselves that clients trust in a room. By session three, the discomfort was gone. By session five, one advisor was suggesting additional video formats on his own.
03
Close
Tracking Who Watched — and Telling Advisors Exactly When to Move
Once content was in distribution, MPC configured Meridian's CRM to capture video engagement data. Each time a prospect or warm contact watched a video for more than 60% of its duration, advisors received a flagged alert with context: who watched, when, how many times, and which video.

This changed follow-up behavior immediately. Advisors stopped reaching out cold. They started reaching out with context: "I saw you watched the market update — wanted to see if anything there resonated." Response rates to outreach increased significantly in the first 90 days. The pipeline stopped being a mystery.
"Before MPC, we were sending emails into the void. Now I know exactly who watched our quarterly update, how long they watched, and which part they rewound. That's not a video strategy. That's a sales strategy."
Managing Partner, Meridian Capital Advisors · Hypothetical Composite

The Outcomes

6wks
Kickoff to first published video — including environment setup and coaching
3×
Increase in outbound outreach response rate after analytics integration
100%
Of coached advisors reported confidence on camera by end of Month 2
14
Inbound inquiries in 6 months traceable to a video view or share
.2M
New AUM from relationships that began with a video — no cold outreach
0
Additional vendors required — MPC handled infrastructure, coaching, and analytics in one engagement
Client Voices

What clients say about working with Richard.

Been working with Rich for over 10 years — he's the ultimate pro. Rich knows how to create the perfect video production and makes it fun along the way. I'd recommend Rich to anyone.
Ralph Divino
Senior Vice President, BNY Mellon
He was instrumental in the production of multimedia assets that were extremely effective in helping us engage employees, clients, and stakeholders. Not only extremely talented, but he provides great advice that influences strategy and direction.
Angela D. Harrell
SVP, Chief Purpose, Talent & Inclusion — Voya Financial
Rich was a tireless advocate for the value of multimedia as a content delivery mechanism and a differentiated vehicle to tell your story and build brand. He drove the program's success through sheer power of will and technical expertise.
Daniel P. Donnelly
Managing Director, Strategic Communications — First Eagle Investments
Richard created the award-winning ING University — an online educational tool for internal employees and financial advisors. Always goes the extra mile, diligent, creative, and always on the cutting edge.
Thomas Donnelly
Regional Director, Dimensional Fund Advisors
Richard is a tremendous asset. His creative talent in design and his knowledge of production are outstanding. His enthusiasm to learn made him an integral part of my team.
Brette Westerlund
Principal, BEW Consulting
Richard is a true team player. He focuses on his projects and creates an energy around them that enables all team members to become excited and motivated to move the projects to completion. His work speaks for itself.
Donna Maietta
Director of Marketing Operations, Lazard Asset Management
Your Turn

Ready to build something like this?

Let's start with a conversation about where your firm stands — and what a system like this would look like inside your organization.

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