Wealth management

From invisible advisor to the face of retirement planning

A 22-year advisory practice with zero video presence. One shoot day, a cloned voice and a daily publishing engine turned their founder into the most visible planner in his market.

Client
North Ridge Capital
Engagement
90-day build, ongoing studio
  • Brand board
  • Studio shoot
  • Voice clone
  • Daily distribution
North Ridge Capital
01 / Goals

What we were hired to change

Own one topic completely

Stop publishing generic finance content and become the default answer for pre-retirement planning in a single metro market.

Replace the referral ceiling

Inbound was capped by word of mouth. The goal was a pipeline that filled without asking clients for introductions.

Compliance-safe at volume

Every asset had to clear review, so scripts and clone output needed an approval step built into the workflow.

North Ridge Capital brand board
02 / Branding decisions

The board behind every frame

The old identity was navy, serif and interchangeable with every other firm on the street. We rebuilt around a granite-and-signal-gold system: quiet, institutional, but with one loud accent that survives a 3-inch phone screen.

Granite

#171A1F

Signal Gold

#D8A442

Paper

#F2EFE9

Typography
Editorial serif headlines paired with a neutral grotesque for captions and lower thirds.
Motion language
A single wipe transition, gold underline reveals, and numbers that count up — used everywhere so the brand is recognisable with the sound off.
03 / Production process

How the build actually ran

01

The call

Two hours on the phone mapping the founder's story, his ten most-asked client questions and the objections that kill deals.

02

Brand board

Logo system, palette, type, thumbnail kit and set design signed off before anything was filmed.

03

Shoot day

One directed day: cinema glass, three lighting setups, broadcast audio, plus the neutral plate needed for clone training.

04

Clone build

Consented voice and likeness clone trained from the shoot, validated against a blind listening test with his own team.

05

First 30 assets

Shorts, two long-form explainers and a webinar cut, all reviewed in one batch so compliance approved a month at a time.

06

Daily distribution

Platform-native edits shipping every weekday with captions, hooks and a tracked publishing calendar.

04 / Final videos

What shipped

60s vertical short

Retirement tax traps

The hook series that drove the majority of first-touch discovery.

8-min YouTube explainer

The 15-minute plan review

Long-form authority piece used as the pre-call homework for every prospect.

Clone-generated short set

Objection answers

Twelve answers filmed once, regenerated monthly with fresh numbers and no new shoot.

05 / Measurable outcomes

The numbers after

412

Assets published in 90 days

6.4x

Inbound consultation requests

$0

Extra shoot days after day one

9 days

Average compliance turnaround, down from 31

I filmed for one day. Nine months later people still tell me they watch me every morning.
Founder, North Ridge Capital

Same process. Your face.