Welcome to Virtual Interviews
The easiest way for financial advisors to create video-first content.
No scripts. No teleprompters. No more procrastination.
Just a guided conversation that turns your expertise into multi-channel content.
How the Evergreen Virtual Interview Works
Our virtual interviews are built on a few simple principles that make the process effortless — especially for experienced advisors who already know how to communicate well.
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Before each interview, we align on your key themes, client questions, and firm priorities.
This ensures every conversation drives your marketing forward — not sideways.
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You show up. We guide the conversation with prompts designed to pull out your clearest thinking, stories, and perspective.
It feels like a client meeting — focused, natural, and engaging.
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As you talk, we mark standout moments, memorable stories, strong explanations, and useful frameworks.
These become the backbone of your content.
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From a single session, we produce a month of content, including short + long form video, articles, emails, lead magnets, and more.
Every asset sounds like you because every asset comes from you.
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Our team collaborates with yours through the compliance and review process. We excel at video approval workflows.
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Your team can publish — or ours can run your full editorial calendar.
Either way, you stay out of the weeds.
SAMPLE GIF OF CONTENT PACKAGE
What You Need (We Make It Easy)
Most leaders don’t want to think about equipment and they shouldn’t have to. We set you up with everything you need to look and sound great.
Every new client receives complimentary upgrades to ensure clear video, clean audio, and professional lighting from day one.
Our free $300 set up gift for new clients.
We ship or recommend the exact tools you need — all beginner-friendly and easy to set up.
No studio. No technical knowledge. No guesswork.
Our Professional Production Upgrade
For leaders who want the absolute best look and sound, we offer optional pro kits that elevate your on-camera presence even further.
Why Senior Leaders Love This Format
Senior advisors respond exceptionally well to this process because it matches the way they already think, work, and communicate.
We’re ready when you are. Get in touch here to connect with our team.
We’ll also send you recent examples of our virtual interview clients in action.
Frequently Asked Questions
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We have a monthly strategy call before each interview where we discuss topics so you can feel prepared. Our team does all of the scheduling and content notes ahead of your interview.
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More than half of our clients report initially feeling uncomfortable with the thought of video. 90% of our clients report feeling comfortable by their second interview. The dialogue format helps you forget you’re “doing video.”
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We encourage it! If your firm has multiple strategic leaders or up-and-coming advisors, we strongly encourage including them in your firm's marketing.
The same goes for COIs. We will also help share your content with them to encourage co-promotion to their clients and prospects as well.
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Yes — your team can publish, or ours can run your full content calendar for you.
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We are veterans of the compliance process with a 95% first-time approval rate.
When permitted access, we handle compliance directly. If we are not permitted to access compliance portals, we work with a member of your team to hand off compliance-ready files.
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All new clients receive free upgrades for video, audio, and lighting, with optional pro kits available for premium setups.