Case Study

Business & Estate Advisers

Business & Estate Advisers (B&E) is a financial planning firm with a special focus on advising business owners. Their work spans general financial planning, retirement strategies, and business transition consulting. The goal was sharing their highly specialized services with a wider audience in a format that would communicate trust, clarity, and a strong sense of expertise to both current and prospective clients.

Turning a Strong Asset Into a Series Worth Watching

B&E has dipped into video before, so they knew the value an educational series could bring and that video production is a real undertaking, especially in the financial industry. The stakes around content are high. Every word needs to be just right, not only for clarity and persuasion, but for compliance. Scripts for a regulated financial firm don’t go live without approval, which means the writing has to be precise, purposeful, and built to survive scrutiny before a camera ever rolls.

B&E had strategic goals that went beyond views. They wanted to show current clients the full range of what they offer, attract new clients with content that actually engages and expand the reach and lifespan of an infographic that deserved more than a single moment.

Video Storyboards

From Script to Screen to Strategy

We started with the words.  Guided by B&E’s expertise, Fuzzy Duck compiled all eight scripts. We converted the original infographic copy into video-ready language designed to inform, engage, and pass compliance review. Getting the tone right in a regulated environment means threading a narrow needle. We aimed for warmth and accessibility, without straying into territory that raises flags.

We handled production from the ground up. Fuzzy Duck contracted and coordinated a local, professional videographer for shoot day, managing the logistics so B&E’s team could focus on showing up and performing well on camera. Custom transition graphics and title cards were designed in-house to give the series a cohesive, polished look that reflected the firm’s brand.

We took it all the way to deployment. Post-production editing, upload management, and individual landing pages for each video on B&E’s website were all part of the package. The series didn’t just get made. It got published properly with a home people could actually find.

We consulted on the strategy behind the content. Publishing eight videos is only valuable if the right people see them. Fuzzy Duck provided guidance on how to share the series on LinkedIn and how to approach outreach to individual targets via email, giving B&E a playbook for putting the content to work.

B&E Video Library

Make the Most of What You Already Have

Some of the best projects start with a simple question: what if we took this further? When B&E came to us, they’d already done the hard work of distilling their business transition process into a compelling infographic.  Their question was how to bring that infographic to life. Our answer was video. Eight of them!

If you’re looking for a marketing partner who can help maximize your existing hard work, we’d love to hear from you.