Advisor360

Advisor360 is a fintech company based in Boston that builds SaaS solutions for wealth management firms. When the company hosted a multi-day Sales Kickoff event in Tampa to align their sales and marketing teams around new product features, they brought in Glowing Moon Media for full event video coverage across all three days.

The team needed two distinct outputs from the event. The first was a highlight recap video built for LinkedIn, a short-form piece that captured the energy and culture of the event, work hard, play hard, and reflected Advisor360's resources and standing in a fast-moving fintech and AI landscape. The second was full keynote coverage. We recorded each speaker's presentation in full, giving Advisor360 a library of training content they could use internally long after the event ended.

What was the strategic value of this content?

  1. The recap video gave Advisor360 a piece of social media content that showcased company culture in a positive, high-energy light on LinkedIn, reinforcing their brand to both current employees and prospective hires in the fintech space.

  2. The full keynote recordings became internal training resources, giving Advisor360 a library of professional video content the sales and marketing teams could revisit long after the event itself.

  3. Documenting leadership's direct presentations to the sales and marketing teams gave those teams a tangible record of company direction and investment in their growth, reinforcing alignment between leadership and the broader team heading into the new product rollout.

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