the goal

The Heide Wealth Management Group wanted something different, something dynamic that would make a statement about who they are, the quality service they stand for and a level of teamwork they are extremely proud of.

Heide Wealth Management Group believes in goal-oriented investment strategies that help their clients achieve financial independence. The Heide Team services individuals, families and institutions with accumulating, preserving and distributing wealth.

Achieving the goal on this project was so important, that a team of Heide staff members and creative minds from BCG combined for a night of pizza and brainstorming where no idea was too big or too small and every idea was welcome.

After great discussion and a laser-focused idea to create a video to tell the Heide Wealth Management story, it was decided that a nicely produced video simply was not enough. Prospective clients had to be impressed even before they “pressed play.”

the details

Forget Outside the Box

Sometimes making a statement about who you are requires thinking INSIDE the box… a really cool box!

The power of creativity never fails. After great collaboration, a 3-minute video was produced and loaded into an amazing custom brochure featuring a 7-inch video screen.

The entire presentation is informative, relevant and effective. The package included a professionally produced video, and a custom-branded box that could be mailed or hand-delivered.

the results

Impressive – No Matter How You View It

This project was a huge success, pleasing not only the Heide team, but clients and prospects who receive the video brochure and the custom branded box. It was a true collaboration of two teams who took the time to brainstorm and listen in order to determine the exact need and create a finished product that is second to none. In fact, the video book was so successful that we went on to develop profile videos for seven of Heide’s advisors.