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Steve Bridge, Money Coaches Canada


This is an intro video for Steve Bridge, a fee-only CERTIFIED FINANCIAL PLANNER™ and Money Coach with Money Coaches Canada.

The challenge for Steve was communicating what he does in a clear and simple way, and to ensure that his target audience would understand that message.

The main goal for Steve was to increase his conversions, which for him meant getting potential clients to have a free consultation with him.

So this video focuses on his philosophy and approach when it comes to managing your finances and why working with him is a good idea. We wrote the script understanding that the audience was already somewhat familiar with Money Coaches Canada.

Don’t be fooled by videographers and video production companies talking about their fancy gear. The script is actually the most important part of the video. Bar none. (Check out another financial planner’s video here: Nancy Lee)

Not the Only Video

We also knew that the intro video would do part of the job, albeit a major part, of converting a lead into a client.

We recommended that Steve also include FAQs videos that helped his ideal clients get to know him more, while also gaining valuable knowledge. And finally, we suggested testimonial videos featuring clients that represented Steve’s ideal clients.

See how all the videos work together on Steve’s Money Coaches Canada website: Steve Bridge

The Result

Steve tells us that clients say they chose to work with him because of this video:

See more testimonials of how our video marketing services have helped other businesses:

Since implementing the video, Steve has seen a massive bump in his conversions and in his bottom line. The ROI for Steve has been nothing but positive because of the increase in the number of people that have become clients. He now has a 2-3 month waiting list.

Contact us to help you communicate the right message to the right audience.


Steve Bridge


October 29, 2021