Q&A
Everything you need to know — answered honestly.
Click any question to expand the answer. Organized into three sections — General, Video, and Analytics.
Working With MPC
How engagements work, what to expect, ownership, payment, and everything about the relationship itself.
Visit our Contact page and choose the option that fits. You can schedule a live video conference, or book your Starter Meeting directly — just indicate in the message box that you'd like a Starter Evaluation. If you'd prefer we reach out, select Contact Us and choose your preferred method (call, text, or email). We'll take it from there.
MPC is built specifically for financial services professionals — independent RIAs, wealth managers, insurance and annuity producers, and financial advisory firms of all sizes. We also work with corporate teams in financial services who need a consistent video communication strategy.
We ask for at least 24 hours notice if you need to reschedule. That's enough lead time to make the slot available to someone else and reschedule you without any fees.
Yes. All sessions except the initial startup call can be recorded and you'll receive a link afterward. This is especially useful for coaching sessions — reviewing your on-camera delivery between sessions accelerates improvement significantly.
Absolutely — we're always open to a conversation about what video communication could look like for your firm. That costs nothing and we genuinely enjoy those calls.
Where things get more valuable — for both of us — is when we move into the Tech Assessment. At $175, it's the point where we stop talking in generalities and start giving you something real: a written evaluation of your current environment, specific equipment recommendations, and a clear picture of what your system would actually cost and look like to build.
We've found that clients who start there are ready to move. And frankly, it tells us the same thing — that you're serious enough to invest a small amount in getting the right answer rather than a free one. The $175 isn't a barrier. It's a signal — from you to us, and from us to you — that this conversation is worth doing properly.
Where things get more valuable — for both of us — is when we move into the Tech Assessment. At $175, it's the point where we stop talking in generalities and start giving you something real: a written evaluation of your current environment, specific equipment recommendations, and a clear picture of what your system would actually cost and look like to build.
We've found that clients who start there are ready to move. And frankly, it tells us the same thing — that you're serious enough to invest a small amount in getting the right answer rather than a free one. The $175 isn't a barrier. It's a signal — from you to us, and from us to you — that this conversation is worth doing properly.
Yes — 100%. Everything MPC creates for you is yours to keep. No proprietary lock-in. No monthly licensing fees to access your own content. Your system, your data, your results.
Absolutely. You can start with the Tech Assessment and grow into Starter, Growth, or the Partner Program at any pace. Many clients start small to validate the approach, then expand once they see the results.
Starter and Growth packages can be split 50/50 — half to begin, half upon completion. The Partner Program is billed monthly. For larger engagements, financing through third-party partners can be arranged on request.
No — and intentionally so. The Partners retainer is an analytics monitoring and advisory service. If the infrastructure isn't installed, there's no CRM data to monitor, no KPIs to track, and no system to optimize. The Growth installation is required because it creates the operating system that makes ongoing partnership valuable.
Common industry pitfalls: extra fees for data exports or API access, proprietary dashboards with monthly viewing licenses, paywalls on video hosting or analytics storage, and hidden travel or crew surcharges. MPC keeps ownership and data rights simple — your system, your data, your results.
In almost every case, yes. The return is not just in views — it's in trust, engagement, and lead conversion. Clients consistently report higher video completion rates, faster sales cycles, and clearer accountability. Most recover their investment several times over within 12 months.
That depends entirely on what you need — but here's a number that surprises most people: once the initial setup is complete and your content modules are built, your ongoing time commitment could be as little as one afternoon every quarter. We're talking roughly two hours every four months to record a fresh batch of content.
If you've signed on for a continued relationship where we manage posting, distribution, and social media, the scope adjusts accordingly — but the core principle stays the same. We're not trying to become a permanent fixture in your calendar. We're trying to build a system that runs efficiently with minimal demands on your time.
If you've signed on for a continued relationship where we manage posting, distribution, and social media, the scope adjusts accordingly — but the core principle stays the same. We're not trying to become a permanent fixture in your calendar. We're trying to build a system that runs efficiently with minimal demands on your time.
Very minimally — and that's the whole point of the part-time partner model.
We handle the setup, craft the messaging, seek your approval, work with your compliance team, and pre-clear all content before anything goes out. If your firm doesn't have a formal compliance appointment, we use AI overlaid with FINRA regulations to ensure everything you're saying meets regulatory standards.
There is a learning curve — let's be honest about that. Working with a teleprompter, understanding the recording workflow, getting comfortable with the system — it takes a session or two. But once you're through that initial phase, your day-to-day involvement becomes very light. We manage the complexity so you can focus on what you do best.
We handle the setup, craft the messaging, seek your approval, work with your compliance team, and pre-clear all content before anything goes out. If your firm doesn't have a formal compliance appointment, we use AI overlaid with FINRA regulations to ensure everything you're saying meets regulatory standards.
There is a learning curve — let's be honest about that. Working with a teleprompter, understanding the recording workflow, getting comfortable with the system — it takes a session or two. But once you're through that initial phase, your day-to-day involvement becomes very light. We manage the complexity so you can focus on what you do best.
We're not interested in becoming a permanent line item on your P&L.
Most agencies keep you dependent on them by design — they're selling you fish. We're trying to teach you to fish. Our goal is to help your firm evolve into a video communication culture: one where your advisors are comfortable on camera, your system is running independently, and content creation is just part of how your team operates.
We come in, build the infrastructure, coach the team, and stay available as a part-time partner when you need us. We're not looking to create dependency. We're looking to create capability.
Most agencies keep you dependent on them by design — they're selling you fish. We're trying to teach you to fish. Our goal is to help your firm evolve into a video communication culture: one where your advisors are comfortable on camera, your system is running independently, and content creation is just part of how your team operates.
We come in, build the infrastructure, coach the team, and stay available as a part-time partner when you need us. We're not looking to create dependency. We're looking to create capability.
Video Production & Coaching
What drives costs, what to watch out for, compliance, results timelines, and what makes a video strategy actually work.
We schedule a date, upload your pre-approved scripts to the teleprompter system, and you show up. You or an assistant make minor adjustments to lighting if needed — we keep the setup simple by design, because we're not trying to run a full production crew into your office.
The goal is clean sound, good lighting, professional framing — without the professional price tag attached. The first session typically runs about two hours while you get comfortable with the system. After that, a one-hour session can produce 4 to 6 months of social media content. That's the math that makes this model work.
The goal is clean sound, good lighting, professional framing — without the professional price tag attached. The first session typically runs about two hours while you get comfortable with the system. After that, a one-hour session can produce 4 to 6 months of social media content. That's the math that makes this model work.
THE MPC VIDEO PRODUCTION WORKFLOW
For a strategy conversation, any reliable device will do. If you're booking a Starter Evaluation, join on the exact system you plan to use for your video work — camera, microphone, lighting, and internet connection in place. The goal is to review your real-world setup in real time.
This is the most common starting point. Camera discomfort is not a personality trait — it's a skills gap, and it closes with practice and the right guidance. Our coaching is designed specifically for professionals who present confidently in rooms but freeze in front of a lens. Within a handful of sessions, the difference is significant.
Our Tech Assessment reviews your current setup and makes specific recommendations based on your goals and budget. Some clients invest in new equipment; others are surprised by how much we can do with what they already have. We provide honest, unbiased guidance — we don't sell hardware.
Costs increase when projects require multi-camera setups, extensive editing, or full-service partnerships where MPC handles most of the video creation. Script development, talent coaching, and on-site support also add to the investment.
Costs come down when you use today's cost-effective video technology, when clients handle scripting or editing in-house with minimal guidance, and when projects are focused in scope. Building your own studio capability is the most cost-efficient long-term path.
Larger firms have high overhead — large creative teams, high-end equipment that doesn't improve ROI, overhead for travel and studio time. You're paying for weight, not value. MPC is built to eliminate that overhead without compromising output quality.
Lower-cost providers often deliver unpolished content — Zoom recordings with no enhancements, work outsourced to generic freelancers with no strategic context. These are 'iPhone and go' shops — technically functional but strategically hollow.
Reasonable edits are included. Major reshoots or entirely new creative work are billed separately. We set expectations clearly upfront so there are no surprises — and our process minimizes the need for significant revisions through strong scripting and prep work.
We're experienced working within the compliance requirements of broker-dealers, RIAs, and financial institutions. We help design scripts and workflows that move efficiently through compliance review, and can work alongside your compliance team to establish a repeatable approval process.
Most clients publish their first polished video within 4–6 weeks of engagement. Measurable engagement data typically appears within 60–90 days. Clients using the full Market to Present to Close system typically begin seeing pipeline activity within one quarter.
No — and that's by design. Our goal is to build your team's capability for independence. We set up your studio, train you on the system, and stay on as a part-time partner when you need us. Most ongoing clients use MPC for strategy, quality review, and periodic production support.
We handle this completely. Here's the process: we research the topics your audience actually cares about — market updates, planning strategies, common misconceptions, timely questions that RIA clients are asking right now. We identify 10 to 20 relevant subjects, present them to you, you pick the ones that resonate, and we generate fully scripted videos behind each one — strong hook, concise message, clear call to action.
You review them, make any adjustments, and show up to record. By the time you're in front of the camera, the hard thinking is already done. Your only job is delivery.
You review them, make any adjustments, and show up to record. By the time you're in front of the camera, the hard thinking is already done. Your only job is delivery.
Absolutely — and honestly, that's where things get interesting. Multiple advisors contributing video creates something a single presenter never can: a firm-wide culture of transparency and thought leadership. Clients see different voices, different expertise, different personalities — and that builds a much more dynamic picture of who you are as an organization.
More contributors also means more content volume, better distribution reach, and a stronger signal that your firm is serious about communication. Short answer: yes, and we'd encourage it.
More contributors also means more content volume, better distribution reach, and a stronger signal that your firm is serious about communication. Short answer: yes, and we'd encourage it.
The teleprompter is more valuable than most people expect — and more misunderstood. It's not a crutch. It's a precision tool.
What it does is keep your message tight, eliminate filler words, and dramatically reduce the editing required after the session. Recording without one means multiple takes, verbal stumbles, and hours of post-production. Recording with one means you sit down, read through 10 scripts in about an hour, and walk away with a full content library.
We load your scripts, you practice the scroll speed, and within a session or two it becomes second nature. The goal is to have the least amount of impact on your schedule and the most amount of impact on your market — and the teleprompter is essential to making that equation work.
What it does is keep your message tight, eliminate filler words, and dramatically reduce the editing required after the session. Recording without one means multiple takes, verbal stumbles, and hours of post-production. Recording with one means you sit down, read through 10 scripts in about an hour, and walk away with a full content library.
We load your scripts, you practice the scroll speed, and within a session or two it becomes second nature. The goal is to have the least amount of impact on your schedule and the most amount of impact on your market — and the teleprompter is essential to making that equation work.
Analytics & Distribution
What MPC tracks, how pricing works, what cheap platforms miss, and what actionable analytics actually means.
Growth and Partner clients receive visual dashboards showing viewer engagement, retention rates, conversion trends, and quarterly performance comparisons — built around your specific content library and business development goals. Partner clients receive monthly executive-level reviews interpreting the data and recommending specific next actions.
OPERATIONS FRAMEWORK — HOW WE DELIVER
Prices go up when you track across multiple systems simultaneously — HubSpot, YouTube, LinkedIn, Vidyard, and others. Multi-platform integration requires more configuration, more monitoring, and more interpretation work.
Prices come down when you limit tracking to a focused set of key metrics — for example, just web visits and video engagement from a single platform. A narrower scope means faster setup, simpler reporting, and lower ongoing cost.
Big firms have enormous overhead — layers of management, big offices, non-billable staff. You're not just paying for the analytics, you're paying for the machine behind it. MPC sits between cheap plug-and-play dashboards and overpriced firms that drown you in charts.
Cheap packages rely almost entirely on automation. No one actually reviews the data, checks for anomalies, or provides recommendations. You get a dashboard with numbers — and no guidance on what to do with them.
We track viewer-level engagement: who watched, how long they watched, which moments they replayed, and when they dropped off. We connect that data to your CRM so you know which prospects are warm and when to follow up. We also track distribution performance across channels and content formats.
Each plan includes analytics at the appropriate depth. Tech Assessment includes a basic review of your current measurement capability. Starter includes a foundational dashboard. Growth includes full CRM integration and a KPI framework. Partners includes ongoing monthly monitoring and human-led interpretation — not just automated numbers.
Your initial investment covers setup, integration, and system configuration. Most clients find that after the initial setup, their ongoing costs are limited to the Partner Program retainer and optional upgrades. Over time, the cost per lead drops significantly as analytics improve efficiency, targeting, and follow-up timing.
MPC's pricing has remained stable since launch. As technology and automation have improved, the overall value per dollar has increased — today's clients get more analytics power, faster turnaround, and better integrations than ever before without higher base pricing.
Our first recommendation is HubSpot. We use the Vidyard integration alongside it, and it gives us the most complete picture of prospect engagement — from video views to email opens to follow-up triggers — all in one place. It's cost-effective, widely compatible, and works with dozens of other service providers your firm may already use.
That said, we're not locked in. If your firm is already running Salesforce, Redtail, Wealthbox, or another system, we can work within that environment. We'll tell you honestly what we can and can't connect to — and what the tradeoffs are.
That said, we're not locked in. If your firm is already running Salesforce, Redtail, Wealthbox, or another system, we can work within that environment. We'll tell you honestly what we can and can't connect to — and what the tradeoffs are.
LinkedIn and YouTube tell you what happened in aggregate — views, impressions, watch time, general demographics. They won't tell you that a specific prospect at a specific firm watched your market update video three times and rewound the section on interest rate strategy.
That's the difference. MPC's analytics are contact-level, not audience-level. We're not measuring a crowd — we're identifying individuals. When a named prospect engages with your content in a meaningful way, you know about it. That shifts follow-up from guesswork to intelligence. Instead of emailing everyone and hoping, you reach out to the three people who just told you — through their behavior — that they're ready to talk.
That's the difference. MPC's analytics are contact-level, not audience-level. We're not measuring a crowd — we're identifying individuals. When a named prospect engages with your content in a meaningful way, you know about it. That shifts follow-up from guesswork to intelligence. Instead of emailing everyone and hoping, you reach out to the three people who just told you — through their behavior — that they're ready to talk.
A warm prospect is someone who has demonstrated real interest through their behavior — not just someone who clicked a link. In our system, warmth is measured by actions: watching a significant portion of a video, rewatching a specific segment, opening a follow-up email that contains your video, or hitting a combination of engagement signals that cross one of your defined KPI thresholds.
When those thresholds are met, a follow-up trigger fires. You get an alert — who it is, what they watched, how long they watched, and when. Your outreach then has context: 'I noticed you watched our quarterly update — wanted to see if anything there resonated with where you are right now.' That's not a cold call. That's a warm conversation that the prospect's own behavior invited.
And that's just the beginning. As the system matures, video also becomes an outreach tool in its own right — embedded in emails, used as icebreakers, sent as personalized follow-ups. But the foundation is always the same: behavior-based intelligence that tells you who to talk to and when.
When those thresholds are met, a follow-up trigger fires. You get an alert — who it is, what they watched, how long they watched, and when. Your outreach then has context: 'I noticed you watched our quarterly update — wanted to see if anything there resonated with where you are right now.' That's not a cold call. That's a warm conversation that the prospect's own behavior invited.
And that's just the beginning. As the system matures, video also becomes an outreach tool in its own right — embedded in emails, used as icebreakers, sent as personalized follow-ups. But the foundation is always the same: behavior-based intelligence that tells you who to talk to and when.
Competitive Landscape
Every competitor does one thing well. None of them do all six.
We mapped the full competitive landscape — from enterprise platforms to boutique financial services shops. The pattern is consistent: each one specializes in a slice. MPC is the only system built to deliver the complete picture.
| Competitor | Target Customer | Core Offer | Teleprompter / Coaching | Post-Production | Analytics Depth | Pricing |
|---|---|---|---|---|---|---|
| MPC | Financial advisors, RIAs, wealth managers, insurance producers | Full system — studio setup, coaching, analytics, distribution | Full teleprompter setup + 1:1 executive coaching | Branded graphics, intros, outros, bottom thirds, compliance editing | Contact-level engagement, CRM integration, monthly human review | Purpose-built for growth firms |
| OpenReel | Enterprise marketing / sales teams | Remote-directed capture, HQ multi-track | Teleprompter, light coaching | Raw video only, no branded graphics | Viewer / session analytics | Pricier |
| Socialive | Mid-to-large enterprises | Cloud studio, live / on-demand | Minimal teleprompter | Raw output, no polish | Dashboards & distribution | Pricier |
| Riverside | Creators, podcasters, SMBs | Remote 4K recording, AI transcription | Teleprompter overlay | No graphics, music, or editing polish | Basic insights | Inexpensive |
| Shootsta | Global enterprises | Kit + platform + training | Starter coaching modules | Template-based edits, limited customization | ROI dashboards | Pricier |
| Vidyard | B2B sales / marketing teams | Video hosting, CRM integration | No teleprompter | No editing, host-only | Deep engagement analytics | On par with industry |
| Wistia | SMBs & mid-market | Hosting, channels, lead forms | No teleprompter | No editing, host-only | Strong analytics | On par with industry |
| Loom | Enterprise teams | Async recording hub | Minimal scripting | No editing or polish | Engagement insights | Inexpensive |
| Hippo Video | Sales / marketing orgs | Personalized video platform | Teleprompter, templates | Basic branding templates, limited polish | Campaign analytics | On par with industry |
| Idea Decanter | Financial advisors | Remote kits + content coaching | Strong coaching, compliance | Some light editing, limited polish | Campaign performance | Pricier |
| FiComm Partners | RIAs, wealth mgmt firms | Advisor video marketing | Brand / messaging coaching | Basic agency-level editing | Indirect metrics | Pricier |
| Indigo Marketing | Independent advisors | Content + video integration | Coaching, scripting support | Basic agency-level editing | Light reporting | Pricier |
| IMPACT | SMBs & growth firms | Video strategy coaching | Heavy coaching | No editing, client handles post-production | Client tech stack | Pricier |
THE PATTERN
Financial services-specific competitors (Idea Decanter, FiComm, Indigo) offer coaching and compliance support but leave post-production light and analytics indirect. Enterprise platforms (Vidyard, Wistia, Riverside) offer strong analytics or recording tools but have no coaching, no teleprompter, and no financial services context. None of them stay involved month-to-month as a part-time partner. MPC was built to close every one of those gaps — for one type of client.
Financial services-specific competitors (Idea Decanter, FiComm, Indigo) offer coaching and compliance support but leave post-production light and analytics indirect. Enterprise platforms (Vidyard, Wistia, Riverside) offer strong analytics or recording tools but have no coaching, no teleprompter, and no financial services context. None of them stay involved month-to-month as a part-time partner. MPC was built to close every one of those gaps — for one type of client.
Still Have Questions?
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