United Capital — Daniel Mark Wallace

United Capital isn't just another wealth management firm. They don't just want to improve investment returns—they want to improve entire lives. That's more than you would expect from a financial adviser. So when they came to us looking for a digital video ad, we knew an expected wealth management cliché (think: baby boomers holding hands on the beach) wasn't going to cut it.

To give the company a personal touch, we decided to focus on the founder and CEO in a series called "Joe with Joe." The result is quirky, unexpected and attention-demanding.

We also provided United Capital with an "Ask Yourself" series, which focused on the real questions that most clients have. This approach gave United Capital the approachable, considerate feel they were looking for.

Password: DANIEL

Joe with Joe (Password: DANIEL)

Important Questions (Password: DANIEL)

Joe with Joe (Password: DANIEL)Password available upon request.

Important Questions (Password: DANIEL)Password available upon request.

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