CM Productions brought me on to help create content for Phlox Capital Management, a Dallas-based independent wealth management firm that helps people reach their goals by looking at their entire financial situation and well-being, not just managing a portfolio of stocks. This holistic approach to wealth management really sets founder Joe Martinez apart and makes for an excellent story.

I was involved from the very beginning to help with concepting and strategizing what type of marketing and messaging would be most helpful to push Phlox forward. This animated piece helped supplement the more broad messaging of “The Phlox Anthem” with a little more specific wealth management related advice and information.

The Leaky Bucket

Role:

Writer, Producer, Animator

Client:

Phlox Capital Management

Agency:

CM Productions, Inc.

Additional Credits:

Mktg Consultant: Fuse Associates
Sound Mix: David Jewell

Development