Independence Advisors (IA) are a firm of financial advisors based in Wayne, Philadelphia, USA. In summer 2014, they commissioned us to produce a short film that they could show their clients. The aim was to help them understand the IA investment style so that the client would recognise the value - and quality - of their service. They could also see practically how IA financial knowledge and expertise set them apart from their competitors.
IA understand that video can be an effective way of educating clients and potential clients - a solution to a growing need for advisers and asset managers. Research shows that 74% of US advisers wanted more resources to help communicate their value to clients. Short motion-graphic based videos such as this are an excellent tool to do this.
We've developed this video into a four part series entitled Investing Insights, which is a comprehensive overview of the IA investing philosophy. Watch it via the links below.