Developing and then iterating the Charles Schwab Managing Your Wealth original audio vignette series stands as a highlight of my career.
The financial category isn't known to be the most thrilling, but it provides a wonderful challenge full of legal restrictions and transforming complex topics into simple takeaways.
Over the years, we created hundreds of locally-voiced audio vignettes, starring real-life Charles Schwab Financial Advisors. Each 90-second vignette answered key financial questions, and finished with a call-to-action to visit the FC at their local branch, helping the massive institution develop its local foothold.
Click here to check out the case study and listen to a few examples of the audio.