Sequoia Financial Group

Brand

Since the founding of this award-winning firm over 20 years ago, Sequoia Financial Group, located in Akron, Ohio, has focused on planning, passion and fanatical client service. The Sequoia team is passionate about helping its clients get the most out of life through personalized financial planning.

  • Live Production
  • Interview

Challenge

Sequoia wanted to create a video to target potential future Sequoia Financial clients and complement sequoia-financial.com with a conversational, interview-style narrative vidoe. We wanted to help eliminate relational barriers as prospective clients explore Sequoia Financial’s story, and for the audience to be feeling they actually know the Sequoia employees featured in the video, and the entire Sequoia Financial team they represnt.

Solution

At the conclusion of the video, we wanted the primary audience to realize the extent to which Sequoia's independence is rooted in its DNA, and the team's commitment to finding the right solution for the clients' best interest -- not the institution's. The video’s secondary target audience was two-fold: 1) current Sequoia Financial clients who will simply a little more about the story of the firm; and 2) Sequoia Financial staff and friends of the firm who will be able to better explain to tell the Sequoia story to secnd-degree connections and beyond.

Results

The final product is a short and engaging narrative, primarily consisting of an interview with Sequoia’s President. The video is featured prominently on their homepage, with an invitation for viewers to "take a look into [Sequoia's] continued commitment to earning your trust and providing quality advice that you have come to expect." The video helps foster a spirit of humanness to the "The Sequoia Story" and highlighting the messaging of their 25-year anniversary celebration.