Can the offer be a free portfolio review or policy consultation?
Yes, and it's trackable — you'll see how many people actually booked through it.
How does this help with referral-based client acquisition?
A real video gives a referred prospect something concrete to look at before that first call, which tends to make the referral convert more easily.
Does this work for an advisor who mostly meets clients remotely?
Yes — even a mostly-remote practice benefits from a real office presence online when a client is deciding whether to trust you.
Are there compliance rules we need to follow with client testimonials or claims?
We'll work within whatever compliance requirements apply to your specific licensing and firm.
Do you shoot in Bonaventure specifically, or just nearby?
We don't send a video crew anywhere — for any city. Self-shoot means you film it yourself on your phone, wherever you are, and we edit it, write the SEO, and publish it to your landing page and YouTube.
Is self-shoot missing anything a professional-crew video would include?
Same dashboard, same free GBP/NAP tool and Revenue Reality System, same publishing to YouTube and your landing page. The only difference is who's holding the camera.