WERZ produced an executive profile video for Rod Coburn at Portfolio Advisors — a Partner at the firm and part of a video series created for LP presentations, the firm's website, and business development. Part of a broader suite of executive profiles produced alongside the firm's commercial and promotional content.
02About the Client
Employee-owned alternative investment firm. $75B+ AUM.
This rod coburn — 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. Trust is the answer, and Portfolio Advisors has answered that question through a variety of ways. My recollection was that, and it was Shelly's comfort here, and the thoroughness of the discussions that we had, it was like a sigh, like, ah, that we found a new home.
Deliverables
profile filmexecutive profile filmwebsite profile videobusiness development asset
Production
interview productionportrait lightingbrand-compliant graphicsexecutive directionwebsite video editorial
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
Rod CoburnExecutive or advisor featured in Portfolio Advisors's profile-driven communications.
Key shots
Shot 1 · portrait openerThe film opens by introducing Rod Coburn 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
Trust is the answer, and Portfolio Advisors has answered that question through a variety of ways. My recollection was that, and it was Shelly's comfort here, and the thoroughness of the discussions that we had, it was like a sigh, like, ah, that we found a new home.
