Services

A system that turns your expertise into leads — at scale.

We help you show up, say the right thing, and know exactly what happened next. Not three separate vendors. One integrated engine — Market. Present. Close.

Get Started Book a Meeting

Watch: The MPC System

How the Market. Present. Close. framework works together — and why every piece depends on the other two.

The Problem With How Everyone Else Does This

Most firms hire a video vendor. Then a coach. Then a marketing analyst.

"Three vendors. Three invoices. No one talking to each other. Your video looks polished but your delivery falls flat. Your coaching improves your presence but nobody sees it. Your analytics report numbers but can't tell you why anything is or isn't working. That gap is exactly what MPC was built to close."

The Framework

Market → Present → Close

Most firms handle video, coaching, and analytics as three separate problems — and that separation is exactly what's costing them. We built MPC around one idea: your content only works when all three work together.

Market

Your Studio. Your Brand. Your Lead Machine.

We design and configure a professional recording environment built specifically for your space — lighting, sound, state-of-the-art teleprompter technology. The result is a system that generates credibility every time you hit record.

Present

Sound as Good as You Actually Are.

Confidence on camera isn't a talent — it's a skill. We coach you on scripting, pacing, and on-camera presence so your expertise actually lands. The best idea in the room loses to the best-communicated idea every time.

Know Who's Watching. Know When to Move.

We track who watched, how long, and when they stopped. Then we tell you exactly who to follow up with and when the timing is right. Closing isn't about pressure — it's about perfect timing.

Competitive Landscape

Every competitor does one thing well. None of them do all three.

BombBomb gives you video messaging. Vidyard gives you analytics. Poised helps with delivery. But none of them set up your studio, coach your advisors, configure your CRM, and stay involved month-to-month.

Capability	MPC	Attest	BombBomb	Descript	Poised	Vidyard
PRODUCTION & STUDIO
In-person studio setup	✓	—	—	—	—	—
Teleprompter integration & training	✓	—	—	—	—	—
Lighting & sound advisory	✓	—	—	—	—	—
AI script drafting	✓	—	—	✓	~	—
ON-CAMERA COACHING
1:1 executive coaching	✓	—	—	—	~	—
Delivery & pacing coaching	✓	—	—	—	✓	—
Ongoing content critique	✓	—	—	—	—	—
Message architecture	✓	~	—	—	—	—
ANALYTICS & DISTRIBUTION
Viewer-level engagement tracking	✓	~	✓	—	—	✓
CRM integration	✓	✓	~	—	—	✓
Monthly analytics review (human-led)	✓	—	—	—	—	—
PARTNERSHIP MODEL
Part-time partner / ongoing retainer	✓	—	—	—	—	—
Integrated system (not siloed tools)	✓	—	—	—	—	—
Financial services specialization	✓	✓	~	—	—	—

✓ Included ~ Partial — Not offered

Common Questions

Your questions, answered.

What type of firms do you work with?

MPC is built specifically for financial services professionals — independent RIAs, wealth managers, insurance and annuity producers, and financial advisory firms of all sizes. We also work with corporate teams in financial services who need a consistent video communication strategy across a larger organization.

How long before we see results?

Most clients publish their first polished video within 4–6 weeks of engagement. Measurable engagement data from analytics typically appears within 60–90 days. Lead and conversion results vary by firm, but clients using the full Market → Present → Close system typically begin seeing pipeline activity within one quarter.

What does compliance look like for video content?

We're experienced working within the compliance requirements of broker-dealers, RIAs, and financial institutions. We help you design scripts and workflows that move efficiently through compliance review, and we can work alongside your compliance team to establish a repeatable approval process that doesn't slow down production.

Do I need to buy equipment?

Our Tech Assessment reviews your current setup and makes specific recommendations based on your goals and budget. Some clients invest in new equipment; others are surprised by how much we can do with what they already have. We provide honest, unbiased guidance — we don't sell hardware.

What if I'm not comfortable on camera?

This is the most common starting point. Camera discomfort is not a personality trait — it's a skills gap, and it closes with practice and the right guidance. Our coaching is designed specifically for professionals who present confidently in rooms but freeze in front of a lens. Within a handful of sessions, the difference is significant.

Is the Partners retainer available without the Growth installation?

No — and intentionally so. The Partners retainer is an analytics monitoring and advisory service. If the infrastructure isn't installed, there's no CRM data to monitor, no KPIs to track, and no system to optimize. The Growth installation is required because it creates the operating system that makes ongoing partnership valuable.

Let's Talk

Ready to build the system?

A 20-minute conversation is all it takes to know if this is right for your firm.

Get Started Book a Meeting