Turning financial expertise into a repeatable video content system.
Category
Expert Video Series
Partnership began
2019
Engagement
Expert video series, brand storytelling, and recurring production
About
Howe & Rusling is an established wealth-management firm whose work depends on trust, expertise, clarity, and long-term relationships. The constraint is the one most professional firms share. The people who can explain the material are advisors with client work to do. The marketing team needs new education content several times a year. Everything that goes out has to clear internal review. Video is easy to want and hard to keep producing. Since 2019, the Street$marts series has turned that expertise into clear, recurring financial education. Howe & Rusling develops the topics and scripts. Clarke House coordinates each production date, set preparation, teleprompter, direction, camera, lighting, sound, editing, audio finishing, branded graphics, animation, and delivery. A typical concentrated session captures four principal educational videos, with roughly three sessions planned each year, so advisors give up one organized day rather than a running series of interruptions.
Results
Across seven years the partnership has produced 106 finished videos, and grown from a recurring education series into a broader production system spanning a flagship brand film, employee profiles, LinkedIn advertising, voiceover and audio versions, television modifications, animation, webinars, photography, and supporting content. The repeatable cadence concentrates executive time, keeps the visual treatment consistent, builds a reusable footage library, and reduces the technical burden on Howe & Rusling's marketing team. "Our firm has been working with Raleigh for years and we have had an incredible experience. He is our first thought when embarking on a new creative campaign and he is our go-to resource for video production of any kind. He is detail-oriented, professional, responsive, communicative, and takes great initiative in helping our ideas come to fruition. Highly recommend working with Clarke House Creative." Sarah Swan, CFP®, Vice President, Wealth Manager, Howe & Rusling
