Invested in family.

In the wealth management world, 74% of new clients come from referrals. Marblestone Wealth wanted a video to help streamline that process.

EUDA developed a client experience film for Marblestone Wealth that reframed financial planning as personal partnership. Using interview-driven narrative and grounded cinematography, the piece shows prospective clients the transformative, multigenerational relationships fostered at Marblestone Wealth.

The impact was measurable.

“Over 20% of our client base (more than 100 clients) have watched the video EUDA produced. It has contributed to doubling our client referrals in the past year.”
— Ben Russell, CEO, Marblestone Wealth