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Lifeworks Advisors


Finance / wealth management

Project Categories

12-month strategic marketing calendar
Video content writing - storyboards
Creative direction for a video series

Goals & Challenges

Lifeworks Advisors is a multi-generational team that provides wealth management services and strategic advising to successful families, businesses, and entrepreneurs. Under new leadership configuration, they reingaged Storybent Creative to extend their marketing reach with newly identified differentiators.

Creative Solutions

Beginning with an annual strategic calendar, Storybent Creative walked their leadership through the process of pacing and prioritizing their brand opportunities and resources. A series of brand videos laid the groundwork for explaining their unique differentitators in a way that educates and empowers customers. These videos are used throughout their customer experience.


Strategy, Video Content and Creative Direction: Suzette Garvey
Videography: Skyler Mills
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