Content For Financial Brands People Love
Video-first marketing for RIAs that want to build trust, scale reach, and grow.
A full-service agency, devoted entirely to financial content
What our clients say.
“You know our industry. I've talked to plenty of people who'd like to think that they could help. In the RIA world, Dan and his team get the ecosystem.”
Matthew Kane, CEPA
Managing Principal, Compass Ion Advisors
“Evergreen radically transformed and accelerated our brand to develop and execute an industry elite, vision specific, marketing strategy.”
Mark Powers
VP of Operations, Vizionary Wealth Management
“Dan and team have been exceptional to work with. They understand our vision and are able to capture every important detail.”
Michelle Fischer
Director of Marketing, Covenant Wealth Strategies
“I have watched prospects connect with me where they were never doing so before. We also have higher engagement and connection with our existing clients.”
Victor Medina
Founder, Palante Wealth Advisors
“If they're not your first marketing partner, they may be your best and last.”
Trent Booth
Executive Coach to Financial Advisors
“Dan and his team are producing crisp, dynamic, professional and personalized content for my brand. Dan is helping us find and connect with the right profile client for our niche.”
Wayne Wagner
President, Vizionary Wealth Management
“Thoughtful, strategic, creative…They know the RIA space and deliver.”
Josh Manifold
Managing Principal, Compass Ion Advisors
“Daniel and the Evergreen team have been a game changer. They make the process super simple. We are already seeing the benefits of working with their team.”
Nick Bernardo
Founder, Bernardo Wealth Management
Content, Scaled
A repeatable process for sharing your best stories with the right people.
01. Capture
We guide you through a relaxed conversation designed to bring out your best ideas, stories, and expertise.
We have professional remote recordings as well as an in-house full service production team.
02. Repurpose
Our team turns that conversation into ready-to-use content for your website, email, company social, and personal social channels.
03. Review
You review one organized batch, make any changes, and approve it without content becoming another job on your list.
04. Distribute
Once approved, your content is ready to go. Our team handles distributions and reporting.
05. Assess
We look at what is resonating and use what we learn to shape the next round of content.
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Once a month, we help you plan and record the topics you want to hit in your next round of content. Choose from interview or scripted options. We also walk you through camera, lighting, and audio upgrades to look and feel your best.
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Choose our premium experience for the largest amount of content created at the highest quality. Teams work with us to create 3-6 months of content in a single day, as well as special projects like brand videos or client testimonials.
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For advisors who have their own set ups, we help you plan your content. Record on your own, and our team will handle all repurposing, review, and distribution. Record once, then stay focused on your business.
What It Looks Like
Content Specializations
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Lead Campaigns
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COI Strategies
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Testimonial Marketing
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Content Specializations 〰️ Lead Campaigns 〰️ COI Strategies 〰️ Testimonial Marketing 〰️
Lead Campaigns
Turn your best ideas into focused campaigns that give prospects real value and a clear reason to take the next step.
Testimonial Marketing
Your clients already know why they trust you. We help capture those stories and turn them into powerful marketing assets.
(WealthTender Preferred Agency)
COI Strategies
Use content to build stronger relationships with COIs, create useful material together, and make it easier for both sides to cross-promote.
Podcast Marketing
Turn your recordings into a podcast your target market will actually want to follow. We handle the production and marketing that keeps it moving.
– For our RIA teams
Advisor Education
Give your advisors a practical framework for building their own visibility. We help individual team members share their expertise, strengthen relationships, and grow their personal influence.

