While you’re busy setting resolutions for your health, it might be a good time to think about your financial wellness too…January is recognized as Financial Wellness Month. It’s an opportunity for individuals to take stock of their financial situation and make any necessary changes to improve it in the upcoming year.
This can include:
- Reducing debt
- Creating a budget
- Finding ways to increase income
- Setting financial goals for the year
It can also involve seeking out resources to better understand financial concepts and strategies. That’s why we’re taking the time to spotlight 4 clients that offer financial services to residents in the Philadelphia area. Finance can be a confusing topic but one thing all of these groups have in common is that they strive to make it easier to understand finance as a whole.
Gene Marks:
The first financial expert that we would like to highlight is Gene Marks!
Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to businesses of all sizes.
Additionally, Gene is an author, columnist, keynote speaker, and small business expert. He talks and writes about the financial, economic, and technological issues that affect business leaders today. Through his keynotes and breakout sessions, Gene helps business owners, executives, and managers understand the political, economic, and technological trends that will affect their companies and—most importantly—the ACTIONS they need to take to continue to grow and profit.
How Gene uses video to help his clients:
Gene regularly comes into our green screen studio to present on livestreams and record presentations for his clients. We also have filmed Gene’s live presentations that he gives on stage at business conferences. He has presented on various topics such as:
- The Great Resignation
- The Great Retirement
- The 2023 Recession
- Cybersecurity
- Technology
- Plus much more!
Check out the intro to a recent Cybersecurity Presentation that he recorded for Right Networks. Gene’s bright and humorous personality lights up our studio and it is always a joy to have him record with us.
If you are interested in working with Gene or want to invite him to present to your company, check out his website to get in contact with him!
Clark Capital:
Clark Capital Management Group is a 100% family-and-employee-owned investment management firm based in Philadelphia, PA. Clark Capital works with elite financial advisors and is dedicated to providing investment strategies designed to help high-net-worth investors achieve their goals.
How Clark Capital uses video to help their clients:
We work with Clark Capital to produce brand films, shoot livestreams, and record quarterly economic updates so that they can provide the most up to date information to their clients in a unique and engaging way. It’s always a pleasure to work with their team!
If you would like to get in touch with Clark Capital, click here!
BASH Capital:
BASH Capital provides unique financial and investment advice to businesses, institutions, and people from all walks of life. Rooted in their history of providing financial planning advice and investment analysis, they have come together to create an experience that only a few receive in financial services. Their approach is about collaboration, transparency, and integrity.
How BASH Capital uses video to help their clients:
We have worked with BASH Capital to produce their show, The BASH, which was inspired by ESPN’s “Pardon the Interruption”, where Matt and Scott bring “the planner and the analyst to the table to discuss relevant financial and investment topics”. In addition to producing the full episodes, we also create podcast audio and YouTube shorts to market their growing channel! Check them out!
We also host Scott in our studio to record monthly Market and Economic Outlooks where he discusses up-to-date information about the markets. Scott is so much fun to have in the studio and always makes us laugh when he comes in!
If you would like to get in contact with BASH Capital, click here!
Prudent Management Associates:
Since 1982, Prudent Management Associates has served the needs of high-net-worth individuals, small- to medium-sized businesses, and all types of not-for-profit institutions. They have done so using a “manager-of-managers” investment program to create customized, diversified portfolios for their clients.
PMA’s Investment Committee – advised by A. Craig MacKinlay, the Joseph P. Wargrove Professor of Finance at The Wharton School—selects the funds and fund managers for each clients’ portfolio and reviews their performance regularly. Their goal is to reduce portfolio volatility while producing superior risk-adjusted returns.
How PMA uses video to help their clients:
We have worked with PMA for many years to produce brand videos and gala coverage. They celebrated their 40th Anniversary this year and we produced a film to celebrate all the work they have done for their clients. Visit their website to learn more!
Financial wellness is important because it can impact a person’s overall well-being and quality of life. But topics in the industry are all too difficult to understand sometimes. That’s why we’re grateful we can play a part in producing educational resources with clients like these.
To get started creating your own educational content, contact our team today! Our storyboarding capabilities make it easy to understand and communicate complex concepts. Contact VC Productions today to get started.
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