We worked with Heritage Financial to create a series of wealth manager profiles for their website.

One thing that stood out with Heritage is how much time they spend with their clients and how they establish relationships with their clients on a personal level. This came across in the wealth manager profile videos.

Each wealth manager told us a little about their background, why they got into the industry, and what they like about it. We cut down the interviews into a 60-second profile for their ‘Meet the Team’ section of the website, so Heritage’s clients can learn a little more about who is managing their money. Because at Heritage, wealth management is personal.

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