Financial Planner Life

When Financial Planner Life approached us to create content for their network of financial advisors, we knew the typical boardroom interview wouldn’t capture what we were after. So we pitched something the industry hadn’t seen before: a full golf competition that doubled as an authentic conversation about what it really means to be a financial planner.

The concept was simple but effective. While advisors competed on the course, we captured candid discussions about their experiences, challenges, and philosophies. The golf environment did something boardrooms never could – it relaxed people, stripped away the corporate polish, and let genuine personalities shine through. These weren’t rehearsed talking points. They were real conversations happening in real time, with the competitive energy of the game adding natural momentum to every exchange.

The format completely broke the mould for financial planning content. Instead of advisors sitting in suits discussing market trends, viewers got to see these professionals as actual people – competitive, passionate, thoughtful, and occasionally frustrated by a bad swing. It’s the kind of content that doesn’t make you want to skip ahead, which is exactly what we’re after.

The results speak for themselves. The content racked up over 20,000 views across platforms – massive numbers for B2B content in this space. More importantly, it significantly expanded reach for every advisor featured, giving them content they could actually share with pride. Financial Planner Life’s channel saw genuine growth, and the format proved you can create B2B content that’s both professional and genuinely watchable.

This project showcased what we do best: taking our filmmaking background and applying it to B2B content in ways that feel fresh. We’re not just corporate video producers who happen to know how to use a camera. We’re storytellers who understand that even in professional contexts, people respond to authenticity, energy, and content that respects their time.