Two brokers
Two brokers in one town offer the same loans. One website is a list. The other is a short story of a self-employed couple getting a yes.
Small business · Financial planning
The third booking.Explainer video for financial planners.
A couple cancel their first meeting twice because they don’t know what to expect. Then the booking email, sent with a film from their side.
1:22 · Film-style · Financial planning
What the film says
Greg and Sue are fifty-six. They've booked a first meeting with a financial planner. They've cancelled it twice.
It isn't the money. It's not knowing. What do they bring?
What will she ask? Will they be sold something before they understand it? What if they look silly?
The planner's website says: wealth creation, retirement planning, holistic advice. It doesn't answer any of that. Now picture the booking email with a short film, told from Greg and Sue's side.
The night before, they find their super statements and a rough idea of what they spend. In the meeting, Nina asks what they want their sixties to look like, and listens. She explains what her advice costs before anything is signed.
They leave with one page of next steps, and nothing to sign today. Greg and Sue keep the third booking. They walk in with their papers, and their questions.
At Explainer Makers, we've made a financial-lifecycle explainer before. We tell your client's story from their side, so the first meeting starts with trust instead of nerves. If your first meetings keep getting cancelled, we're happy to talk.
Just visit explainermakers.com or send a message on LinkedIn.
Want one like this for your business? Fixed prices from A$1,950 + GST, script included.
More films
More films.Every one made the same way.
What the invoice buys
Jo can’t see what the IT firm’s monthly invoice buys, so her practice switches to a cheaper quote. Then the same invoice, sent with a film from her side.
Week two
A patient feels better by week two and cancels. The clinic’s story of her six weeks, including the week most people stop.
The shoebox
An electrician ignores a forty-item checklist and brings a shoebox in August. Then the same June email, sent with a film from his side.
Contact
Start a conversation.Tell me what you need, and when.
A line or two is enough. I’ll come back to you by email.
Prefer LinkedIn? Message Ken McHardie on LinkedIn.