Make Roots is excited to help Short Financial create a suite of videos to add to your sales process, to better attract highly-aligned clients to your firm.

Your mission to be a strategic partner with a personalized approach is not only compelling, it’s deeply needed those navigating the complexities of tax, accounting, finance, and business.

Below, you’ll find a summary of our proposal to create clear, effective content that builds trust, drives action, and captures the unique power of your offerings.

Video FORMAT

For your audience, we recommend a natural, casual and straightforward video style. Nothing flashy or over-produced. Instead, a genuine slice-of-life look at your process and success.

PRODUCTION SCOPE

We recommend these essential and immediate-use videos:

1. “Why We Exist” / Brand Narrative
   A heartfelt introduction to your mission, values, and how you serve with integrity and expertise.

2. Client Success Snapshot / Case Series
   A real story, with real results. One or two clients reflect on working with you, showing transformation and peace of mind.

3. “Your Business Score” Quiz Video
   A conversational, helpful video that invites viewers to self-assess: “How aligned is your business strategy with your goals?” Drives viewers to a branded quiz that begins the client relationship with insight.

This video content flywheel is self-reinforcing, which means it can act to:

1. Educate existing clients

2. Invite new clients

3. Drive trust and clarity across the board

State-of-the-art cinematic equipment

Excellent collaborators and idea synthesizers

Let’s get started!

Thank you for the opportunity to collaborate with you. We’re committed to capturing your vision with care, creativity, and precision.

Please review our Terms and Conditions, and sign the form below to get started today.