I produced this video as the centerpiece of Wealth CPA’s Retirement Resolutions digital campaign.
Retirement Resolutions
Your retirement, your terms. Whether you’re well into your retirement or just starting to plan it out, we can guide you to comprehensive solutions in 2022 and beyond.
In late 2021, my team and I (at Wealth CPAs) noticed a significant drop in the number of clients planning on retiring in 2022 compared to previous years. In fact, our surveying efforts suggested that even some of our highest-net worth clients did not consider themselves “retirement ready” yet— despite all metrics suggesting the opposite.
Thus was born “Retirement Resolutions”— a soft-marketing campaign designed to help clients envision a retirement for themselves (even in 2022!)
My Role:
I interviewed Rob (an advisor at Wealth CPAs) and filmed/edited it into a promotional video
Oversaw this project from start to finish. This included everything from managing a social media campaign, to building landing pages
Created a brand identity based on optimism and empowerment