KCA Wealth — Phase One
Covert Film × KCA Wealth Advisors

Building the foundation your marketing runs on.

Phase One

Brand Film Package
One focused shoot day

The bigger picture
Phase One — Now

Build the asset

Brand film, testimonials, ads, and brochure funnel. Everything that makes someone trust you before they call.

Phase Two — When ready

Mobilize it

Paid media, lead gen pipeline, ongoing ad management. Turn the asset into a client acquisition engine.

Phase Three — Future

Scale with content

The e-course, creative refreshes, and expanded campaigns as the relationship grows.

"Video is the only format where someone can actually meet you before they ever call you."

They see your face. They hear your voice. They watch you with a client. By the time they reach out, they already trust you.

A logo can't do that. A brochure can't do that. A boosted post can't do that.

Good marketing is actually just two things
1
Make an asset that tells people why they should pick you.

Not generic. Not stock photos. Something that makes someone stop and think — "I want to call them."

2
Get as many of the right people to see that asset as possible.

Automatically. Consistently. Without lifting a finger every single day.

Phase One is entirely about the first thing. You're already doing the second thing — boosting posts, staying visible. But to do it right is a different category of commitment: real budget, real infrastructure, and real trust in whoever is running it.

So let's earn that trust first. Let's make something great together and see how it performs. Then we talk about mobilizing it at scale.

What Phase One delivers — 7 videos, one focused shoot day
01
"What exactly is Concierge Wealth Management at KCA?" — Brand Film

3–5 minutes. The cornerstone piece. You on camera, in your environment, speaking directly to the people you serve. They get to know you, like you, and hear from clients why you're different. Lives on your website homepage and anchors every campaign that follows.

Hero asset
02
Client testimonial — long form

1–2 minutes. A real client in their own words. The most trusted format in financial services.

03
"Download the brochure" — trust nudge

~60 seconds. You, direct to camera, walking someone through what's in the brochure and why they should grab it.

Funnel driver
04
Ad — Why you do what you do

30–60 seconds. Personal, human, story-led. The emotional hook that stops the scroll.

05
Ad — Your expertise and history

30–60 seconds. Credentials, experience, track record. The logical follow to the emotional hook.

06
Ad — What concierge wealth management is

30–60 seconds. Answers the "is this for me?" question before they have to ask it.

07
Ad — Client testimonial cut

30–60 seconds. A punchy pull from the testimonial footage. Social proof in its most shareable form.

A note on the brochure

Turning a passive asset into a client-qualifying pipeline.

You've already done the hard work — 12 pages of real thought leadership and differentiation. Right now it just sits there.

The simplest upgrade: put it behind a name and email input. Someone watches your video, wants the brochure, enters their details, and downloads it. Now you have a warm lead who has self-identified as interested in exactly what you offer. Their phone area code confirms they're local. The fact that they traded their contact info proves they found it valuable.

We drive people there with the trust nudge video. Your team handles the page — it's a simple form on your existing site. We provide the asset and the strategy. You own the list.

What this requires from you

Before we shoot

  • One 90-minute working session to workshop the scripts together — I'll lead this
  • Identify 1–2 clients willing to appear on camera for testimonials
  • Compliance pre-review of testimonial participants if needed — your team handles this
  • Confirm your office location and any secondary filming spots

Shoot day

  • One focused, well-prepared day — your time, your office, your story
  • We film you, your environment, and your clients in one clean block
  • Testimonials can flex to a separate half-day if client scheduling requires it — no pressure, no penalty
  • I handle all direction, framing, and scripting on the day

Everything above is delivered as finished, platform-ready video assets — edited, color-graded, formatted for web, social, and ads. You own all footage and finals outright.

Phase Two — ads management, lead gen pipeline, and ongoing strategy — is a separate conversation we have after you've seen the work. No lock-in, no pressure. The right next step earns itself.

Phase One investment
$17,650
All-inclusive. One invoice.