The will
Margaret put off her will for eleven years. Then a law firm’s homepage story shows her it starts with one plain conversation.
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, script included.
More films
More films.Every one made the same way.
First home
Four years of saving, three bank apps and three different answers. Then a broker’s homepage story shows a first-home couple where to start.
The fire
A workshop burns at two in the morning. A broker’s homepage story shows the owner what she does on the worst day, before anything burns.
The switch
A florist has wanted a new accountant for three years, but switching sounds like a month of paperwork. Then the firm’s homepage shows her what moving takes.
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.