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When Sincerity Wealth Solutions first considered recording a video, the firm’s partners Nicholas Kibble and David Scott knew it could be powerful—but getting started was another story. They were full of ideas, short on time, and unsure how to begin.
According to Nicholas, “We would’ve just spun our wheels in the mud forever.” However, the mud wasn’t the primary problem.
The Cost of Inaction
Nicholas admits Sincerity’s biggest hesitation wasn’t the video process—it was the price tag. As a self-described “frugal” firm, they debated whether the investment was worth it.
Then, they looked at the cost of not doing it.
“What do we lose in opportunity cost by spinning our wheels, talking for another 3, 6, or 12 months. The opportunity was far more valuable than the cost of the video.”
And they were right.
Video Doubles Prospect Activity
Just six weeks after releasing their first custom video, Nicholas started seeing something unusual—an uptick in prospect activity, even during what’s typically their slowest time of year.
“For people we haven’t ever even reached out to, compared to last year, it’s a 100% increase.”
It became their most-clicked email in Constant Contact history, and their most-watched video on YouTube.
Surprise Reaction from a Local Competitor
The video didn’t just get attention from clients. A competing advisor in town reached out (out of the blue) to compliment their brand and even hint at joining the team.
“He texted me after he saw it on Facebook, I think, and said, Hey, just I love what you guys are. Love the brand, love what you guys are doing. Really respect how you and Dave treat your clients.”
More Than Just Marketing
The biggest surprise benefit was internal: the video gave their team a shared message and clear way to describe their values.
“Now we kind of have a home base of messaging and kind of a method of describing who we are and what our values are that we can really kind of anchor to.”
It’s a tool they send to every new prospect—especially when they want to highlight the relationship-driven nature of their firm.
Looking Ahead
Nicholas sees video as a game-changer, especially in a market where few other independent firms are doing it.
“We’re the only ones positioned in our market, from an independent perspective, that can do video, that can do some dynamic marketing… We have to really capitalize on that advantage that we have.”
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