CBSI
Creative strategy. Creative development. Talent sourcing.
Many financial brokers are only interested in helping the wealthy get wealthier. CBSI believed everyone should have access to a brighter financial future.
The organization needed creative strategy and development to build market presence, primarily as part of a broader recruitment initiative.
Jon’s story
Is it possible to shoot a compelling piece that embodies an individual financial advisor’s role, vision and authenticity when they only have three hours available in the very early morning?
You tell us.
Teaming
Capturing the authentic relationship between a senior and junior financial advisor was key to supporting the company’s unique recruitment initiative.
Wealth management
done right
For a mission-drive brokerage like CBSI, emphasizing their individual financial advisor’s authenticity and people-first philosophy was critical for creative success.
This content was produced by the Mission Brands Consulting creative team while permanently employed by CUNA Mutual Group.