Powering the Future of Finance

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Solutions for a smarter financial world.

Decision Point Marketing

Reach Gen X and Millennials at the exact moment they are making their biggest financial decisions. Short, powerful videos that cut through the noise, build instant trust, and turn critical life questions into lasting client relationships. When the stakes are highest, clarity wins.

Ignite Your Brand

Two Ways to Own the Decision Point

Option 1: Branded Videos

Select up to 50+ individual Money Minute Videos customized and branded exclusively for your firm. These unique videos will communicate your unique message, speak directly to your ideal clients, and showcase the specific solutions you provide. Deploy them across your website, client portal, emails, and social channels, to connect with Gen X and Millennial clients as they make life-changing financial decisions.

Option 2: Exclusive High School Sponsorship

Secure EXCLUSIVE Sponsorship of the College Video Platform for a private, charter, or mega high school of your choice. Become the trusted financial voice for that school’s families, as you position your firm at the center of their most important money conversations.

What Clients Are Saying

“These videos helped us develop a better long-term plan with our Advisor, Josh, as we plan for college for our daughter, and long-term care for both our parents.”

A middle-aged man and woman sitting on a sofa, looking at a laptop, smiling and enjoying each other's company in a cozy, well-lit living room.

John Richards, New York, NY

“So eye-opening. The videos quickly helped me work with Angie, my Advisor, to put some key planning decisions into perspective.”

A woman sitting at a glass desk in a modern office, smiling at the camera.

Terry Johnson, Chicago, IL

A happy family of three with a man, woman, and teenager boy smiling and embracing outdoors in a park.

“We hadn’t considered talking with an advisor to help plan for the six-figure inheritance we anticipate in the coming year prior to viewing the video. Working with Drew definitely kept us from making costly mistakes.”

The Carlson Family, Atlanta, GA

“I wanted to help my granddaughter do a better job of planning for college than her older siblings did. These videos really helped. Thanks so much!”

A young woman and an older man sitting together at a table in a cozy cafe, smiling and enjoying their time. The woman has curly hair, and the man has gray hair and a beard. There is a cup of coffee on the table.

Josh Henderson, San Francisco, CA