Humanizing Financial Advising

BSW Wealth Partners takes a holistic approach to wealth management for their clients in the Boulder/Denver area by empowering all aspects of their lives. They are the only firm to place on Outside Magazine’s “Best Places to Work,” Financial Times’ “Top 300 Advisory Firms” and obtain B-Corp certification in the same year.

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Communicating Value

Their experienced advisors work with a wide variety of clients, including entrepreneurs, medical professionals, divorcees, and those interested in impact investing. To communicate their unique value proposition, personal touch and overall ethos, BSW and Matter partnered together over the course of nearly six months to produce five 1-2 minute live-action explainer videos for their website and lead-gen. By essentially meeting these world-class advisors in advance over video, the psychological barrier for prospects to reach out for that initial consultation is dropped considerably.

Client Insights

  • My experience working with Matter was great. Gabe was an incredible leader and really helped me understand what I wanted and needed to create a successful video campaign. We had a situation where one of our interviewees got cold-feet. Gabe handled it like a total pro and put him at ease.

View More Work

Testimonial Series

Video Communication

Brand Development

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