01Overview

WERZ produced an executive profile video for Brian at Portfolio Advisors, part of the team profile series delivered alongside the firm's commercial content. The series was used for LP communications and the website following Portfolio Advisors' merger with FS Investments creating a $75B+ AUM alternative investment platform.

02About the Client

Employee-owned alternative investment firm. $75B+ AUM.

Portadvisors ↗

From the film

03Production Breakdown

This brian — executive profile work is part of WERZ's collaboration with Portfolio Advisors in Fresno, focused on trust, leadership visibility, and client-facing credibility. The film is profile-led, designed to build trust through leadership presence and human introduction. Portfolio Advisors is an independent financial advisory firm in Fresno, California, focused on fiduciary investment guidance and planning for busy professionals, people nearing retirement, and retirees.

Profile-led audio for Portfolio Advisors centered on a featured speaker introducing their role, perspective, and trust-building context. One of the elements that I feel builds significant trust between a customer and a financial advisor is honesty and selflessness. There was a time in which Tina and Portfolio Advisors recommended a decision that did not benefit Portfolio Advisors, but that benefited us as a family in terms of where to keep our resources.

Deliverables

profile filmexecutive profile filmwebsite profile videobusiness development asset

Production

interview productionportrait lightingbrand-compliant graphicsexecutive directionwebsite video editorial

Visual style

portrait framingoffice interiorsbrand-compliant lower thirdsprofessional wardrobesoft background depthtrust-building b-roll

Why it works

Shows WERZ can make leadership content for Portfolio Advisors feel human and credible rather than stiff.
Demonstrates portrait-led storytelling that supports websites, presentations, and relationship marketing.
Useful proof for executive profiles, founder videos, and professional-services branding.

Featured voices

BrianExecutive or advisor featured in Portfolio Advisors's profile-driven communications.

Key shots

Shot 1 · portrait openerThe film opens by introducing Brian with steady, trust-building portrait framing.

Shot 2 · professional contextSupporting office or environmental coverage situates the person in a real advisory or client-service setting.

Shot 3 · values and role beatThe middle of the piece reinforces expertise, role, and approachability rather than pushing aggressive sales language.

Shot 4 · team or service contextAdditional supporting visuals tie the profile back to the firm's brand and client relationships.

Shot 5 · brand closeThe piece resolves with a clear Portfolio Advisors brand beat or title treatment that consolidates the story into a usable marketing finish.

Audio / dialogue

One of the elements that I feel builds significant trust between a customer and a financial advisor is honesty and selflessness. There was a time in which Tina and Portfolio Advisors recommended a decision that did not benefit Portfolio Advisors, but that benefited us as a family in terms of where to keep our resources. That built a long-term relationship immediately for Michelle and I within Portfolio Advisors.

On-screen text

Portfolio AdvisorsBrian — Executive ProfileBrian

Full transcript

One of the elements that I feel builds significant trust between a customer and a financial advisor is honesty and selflessness. There was a time in which Tina and Portfolio Advisors recommended a decision that did not benefit Portfolio Advisors, but that benefited us as a family in terms of where to keep our resources. That built a long-term relationship immediately for Michelle and I within Portfolio Advisors. They disclose their fees, they disclose their gains or lack thereof, and they disclose their recommendations in a full selfless transparent manner. And so you as a customer you walk away feeling extremely informed on all variables of a financial investment decision.

Let’s make something.