We started this project with our Video Marketing Workshop to determine what the video should look like but more importantly how Utica Capital wanted the viewers to feel after watching it. The result was they wanted a video that showed how their clients trust them to make serious financial decisions, to illustrate how comfortable their clients are around the advisors and that Utica Capital is helping their clients build a legacy.

Due to compliance issues in the financial advising world we decided the best course of action was to feature the three main partners of Utica Capital in an interview setting, greeting clients with a smile and a warm handshake and talking to the clients in an office or conference room. We also had to be careful about what the partners could say on camera because of compliance. For example, they could not discuss how they specifically helped a client by using a certain product. We decided to have them keep it simple and talk about what Utica Capital means to them and why having the trust of their clients is so important. Sometimes, to be frank, simple is better!

The video took one full day to shoot. We interviewed the partners in the morning and shot video of them in their office. After lunch, we shot video of the clients (one couple at a time).

I’m really proud of how this video turned out. I think it brings a sense of authenticity and shows how the partners really do care for their clients and their financial well being.