0:00 - 1:45 | ~250 words
Section 1: Hook / Opening
Pattern interrupt. Surprise. "Wait, that might be me."
[George sitting at conference table. Clean, professional. Natural light. Direct to camera.]
"If you have $2 million or more in investable assets and you're working with a financial advisor in Greater Boston, there's a 73% chance you're paying for services you're not actually receiving."
Context for the stat: From a 2024 Cerulli Associates study. Nearly three out of four high-net-worth individuals said their advisor provides investment management but little else. No tax coordination. No estate planning integration.
"This video is for the person who writes a check every quarter to their advisor, somewhere around $20,000 to $50,000 a year, and wonders: am I getting $20,000 worth of advice? Or am I just getting a portfolio that I could build myself with an index fund?"
Key line to land: "Whether you ever work with us or not." This positions the video as genuinely educational and lowers resistance immediately.
1:45 - 4:30 | ~400 words
Section 2: The Problem
Recognition. "He's describing my exact situation."
Problem 1: The 1% Fee, 10% Service Gap
"Here's what I hear more than anything: 'I'm paying 1% on my portfolio, and all I get is a quarterly report and a phone call when markets drop.' That's not wealth management. That's portfolio babysitting."
Problem 2: Multi-Advisor Chaos
"The investment advisor doesn't know what the CPA is doing. The CPA doesn't know about the trust structure. The estate attorney hasn't seen the updated beneficiary designations. And the family is stuck in the middle trying to be their own financial quarterback."
Problem 3: The Trust Deficit
"Most advisors in this country are not fiduciaries. They're registered representatives or insurance agents who can legally recommend products that pay them higher commissions, even if a lower-cost alternative exists."
4:30 - 7:00 | ~350 words
Section 3: George's Story / Credibility
Trust. Respect. "This person has been where the big decisions get made."
[George standing, slightly more casual. B-roll of PWMA office, team working.]
"I spent over 25 years inside some of the largest financial institutions in the world. Northern Trust. Fidelity. State Street. I spent 14 years at Nuveen as a Managing Director."
"And here's what 25 years inside those firms taught me: the interests of the institution and the interests of the client are not always the same. Sometimes they're directly opposed."
"So I made a decision. I left. I built PWMA as a 100% independent, fee-only fiduciary. No commissions. No proprietary products. No corporate parent telling us what to recommend."
Key line: "The interests of the institution and the interests of the client are not always the same." This is the cognitive dissonance moment.
7:00 - 10:30 | ~500 words
Section 4: The Unique Approach
Clarity. Relief. "This is what it's supposed to look like."
[Hub-and-spoke graphic: PWMA at center, 4 pillars around it.]
Pillar 1: Institutional-Grade Investment Management
"Our CIO previously managed a 4-star Morningstar-rated fund. You get the same caliber of investment thinking that $50 million endowments get. Applied to your personal situation."
Pillar 2: Coordinated Financial Planning
"We coordinate your investment strategy with your tax situation in real time. Tax-loss harvesting, Roth conversion timing, charitable giving strategies. Every decision made with the full picture in mind."
Pillar 3: M&A Advisory
"If you're a business owner thinking about selling, we handle both sides: the transaction and the wealth strategy that follows it. Most business owners use one firm to sell and a different firm to manage proceeds. Those two firms never talk. We eliminate that gap."
Pillar 4: PWMA University
"Most firms keep clients in the dark because confusion creates dependency. We take the opposite approach. Education creates trust."
10:30 - 12:30 | ~300 words
Section 5: Proof
Confidence. Validation. "Other people like me trust these people."
[On-screen graphics: award logos, growth numbers, team credentials.]
- 135% AUM growth, 2021-2024. $475M+ under management.
- InvestmentNews #15 Top Financial Professional (2026)
- USA Today Top 40 RIA nationally, Top 2 in Massachusetts
- CIO: 4-star Morningstar-rated fund manager
- Portfolio managers featured on CNBC, Bloomberg, Reuters
- Team alumni from Fidelity, Northern Trust, JPMorgan, State Street
"People think we're in investment management. But it's really a service business. Investments are one piece. The real value is in how everything connects."
12:30 - 14:00 | ~250 words
Section 6: The Invitation
Safety. Ease. "There's no risk. I should at least find out."
[George, direct to camera. Warm, unhurried. No urgency gimmicks.]
"If anything I've shared today resonated with you, I'd like to offer you a complimentary 15-minute strategy conversation. Not a sales call. A conversation."
In those 15 minutes, three things:
- Fee analysis: Are you paying a fair fee for what you're receiving?
- Coordination check: Are your investments, tax strategy, and estate plan working together?
- Gap assessment: Is anything being missed that's costing you money?
"At the end of those 15 minutes, you'll have clarity. If there's a fit, we'll talk about what that looks like. If there isn't, you'll still walk away knowing more. Either way, you win."
| Section | Start | End | Duration | Words |
|---|
| Hook / Opening | 0:00 | 1:45 | 1:45 | ~250 |
| The Problem | 1:45 | 4:30 | 2:45 | ~400 |
| George's Story | 4:30 | 7:00 | 2:30 | ~350 |
| The Unique Approach | 7:00 | 10:30 | 3:30 | ~500 |
| Proof | 10:30 | 12:30 | 2:00 | ~300 |
| The Invitation | 12:30 | 14:00 | 1:30 | ~250 |
| Total | | | ~14:00 | ~2,050 |
Production Notes
Filming Style
- Camera: Single camera, eye-level. Shallow depth of field.
- Setting: PWMA conference room or George's office. Real environment, not a studio.
- Wardrobe: Blazer, open collar. Professional but approachable.
- Pace: Unhurried. Pauses between sections feel confident, not nervous.
On-Screen Graphics
- Minimal. Clean white or dark backgrounds with simple text.
- No more than 8-10 words per graphic.
- Award logos displayed as earned badges, not promotional banners.
- No stock photography. Only real PWMA images.
Compliance Checklist
- No guaranteed investment returns or performance projections
- All statistics from verifiable third-party sources
- "Fee-only fiduciary" claim accurate per SEC registration
- No disparagement of specific named competitors
- Disclaimer footer on landing page: "Past performance is not indicative of future results."