Working With Evergreen

Most firms do not come to us looking for “more content.”

They come to us looking to
better leverage reputation, relationships,
and leadership visibility.

Here is how Evergreen is typically used at
different stages.

Stage 1

Content Acceleration

Most firms start here.

  • Interview-based recording
  • Light guidance on topics and structure
  • Content that sounds like a real conversation
Common entry point: Virtual Interviews

Stage 2

Team & Firm Expansion

Growth brings more voices.

  • Multiple advisors or leaders on camera
  • Shared themes across personal and firm brands
  • Strategic oversight beyond production
Common additions: Pro Video Days, light campaigns

Stage 3

Platform-Level Support

Scale requires orchestration.

  • Thought leadership frameworks
  • Executive and COI amplification
  • Ongoing strategic guidance, modular by design
Focus: Systems, not volume