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Client: Financial Guard
Title: Financial Guard Overview
Length: 3:00
Audience: Web visitors
Writer: Danny Humphrey
VIDEO
AUDIO
Protagonist
(let’s
call
him
Bob)
is
si6ng
at
a
desk
looking
at
a
pie
chart...
which
turns
into
his
Broker’s
car
wheel
(License
plate:
FEES
RULE)
Here
is
how
your
porFolio
looks
to
you…
2
Car
drives
away,
but
a
yacht
approaches,
which
is
named
The
Commissionable.
Broker
is
standing
on
deck
with
champagne.
Consider
this…
working
with
brokers
can
cost
you
thousands
in
unnecessary
commissions
and
fees,
many
of
which
are
hidden
from
you…then
again
if
that’s
you
riding
on
your
brokers
yacht…
the
fees
are
no
longer
hidden.
3
Back
to
Bob
stressed
out
trying
to
read
a
ton
of
documents
and
contracts.
If
you’re
managing
investments
on
your
own,
do
you
really
have
Ome
to
do
the
research
and
maintenance
necessary
to
grow
AND
protect
your
money?
ATer
all
there
are
over
28,000
funds
to
choose
from…
4
On
Bob’s
laptop
appears
Phil,
who
represents
FG.
Phil
hands
the
money
to
Bob.
Phil
lovingly
holds
a
file
labeled
“Bob’s
porFolio.”
What
if
you
could
get
your
investment
advice
through
an
automated
web
advisor
that
can
save
you
thousands
of
dollars
a
year,
watches
your
money
24
hours
a
day,
and
places
your
best
interests
first,
always!
5
Bob
enters
the
laptop
screen
where
there
is
a
shining
city
with
a
sign:
“Financial
Guard.”
Phil
shows
Bob
around
the
city,
where
there
are
sprouts
growing
into
tall
beanstalks
represenOng
Bob’s
porFolio.
Welcome
to
Financial
Guard.
While
no
one
can
guarantee
investment
returns,
Financial
Guard
will
give
your
money
the
best
opportunity
to
grow
by
removing
unnecessary
expenses
and
recommending
only
the
highest
quality
mutual
funds.
Remember,
we
don’t
accept
any
commissions
or
fees
except
your
low
monthly
subscripOon.
Whether
you
have
a
lible
or
a
lot,
the
advice
and
ongoing
oversight
is
all
about
you.
1
and
here’s
how
it
looks
to
a
commission
broker…

2. 6
Bob’s
sprouts
all
over.
Broker
appears
and
tries
to
pick
one
one
of
the
sprouts,
but
Phil
sounds
a
siren
and
a
flying
patrol
saves
the
day.
To
protect
your
money
Financial
Guard
will
make
sure
you’re
diversified
into
investment
categories
best
for
you.
Should
a
fund
or
brokerage
try
to
“sneak”
a
fee
into
your
porFolio,
an
alert
is
on
the
way.
7
Similar
to
mint.com
video:
0:21-­‐0:40
Here’s
how
it
works:
Sign
up
for
the
30
day
free
trial
and
complete
a
2
minute
personal
risk
profile.
Now
link
your
accounts
to
Financial
Guard,
its
easy
and
secure.
First,
search
for
the
insOtuOon
where
you
have
your
account.
Financialguard.com
links
to
over
7,000
insOtuOons.
8
Similar
to
mint.com
video:
0:41-­‐0:50
Next,
input
the
username
and
password
for
accessing
the
account
directly
through
the
web.
These
insOtuOons
allow
your
account
to
be
linked
because
no
personally
idenOfiable
informaOon
is
transmibed.
The
link
is
read
only;
think
of
a
one
way
street
of
data,
where
informaOon
or
instrucOons
cannot
be
pushed
back
to
your
linked
account.
A
one-­‐way
street
of
data
from
an
insOtuOon
to
Financial
Guard
(the
city).
Stray
informaOon
tries
to
go
the
other
way
but
cannot.
9
Similar
to
mint.com
video:
0:52-­‐1:14
Once
your
accounts
are
linked,
Financial
Guard’s
advice
engine
analyzes
criOcal
data
to
provide
you
a
porFolio
grade
and
advice
on
how
to
improve.
We
have
no
hidden
agenda,
if
your
porFolio
is
awesome,
we’ll
let
you
know.
Financial
Guard
will
advise
on
what
funds
to
keep,
as
well
as
what
to
sell
and
buy.
10
Everything
from
Scenes
7-­‐9
gets
folded
up
in
“Bob’s
PorFolio”
which
Bob
is
holding,
smiling.
In
the
background
Broker
looks
sad.
It’s
safe,
secure,
and
allows
Financial
Guard
to
provide
the
level
of
abenOveness
that
brokers
promise,
but
rarely
deliver.
11
Phil
is
at
a
projector
screen
showing
Bob
his
opOons
with
different
charts
and
graphs,
showing
how
much
he
can
save
at
each
insOtuOon.
Bob
is
walking,
when
a
paper
airplane
flies
up
to
him.
It’s
an
email
from
Financial
Guard
saying
“You
have
new
advice.”
We
even
go
a
step
further.
If
the
funds
we
recommend
can
be
acquired
without
trading
costs
at
a
parOcular
discount
brokerage,
we’ll
let
you
know.
Saving
you
money
is
something
we
love
to
do.
When
criOcal
changes
need
to
be
made,
Financial
Guard
will
let
you
know.
We
work
with
all
account
types
including
company
reOrement
plans
like
401k’s.

3. 12
[If
this
isn’t
absolutely
necessary
it
would
be
a
great
place
to
wrap
up
to
a
conclusion
and
save
Ome]
Our
support
staff
is
ready
to
answer
any
quesOons
and
help
you
along
the
way.
Our
cancellaOon
policy
is
simple,
if
Financial
Guard
can’t
provide
you
the
help
you
need,
cancel
at
anyOme.
We
will
miss
you….and
your
subscripOon
fee,
but
this
isn’t
about
us,
it’s
about
what’s
best
for
you.
13
Broker
holding
an
envelope.
Pull
back
to
reveal
he’s
in
a
cannon.
Bob
lights
the
fuse
and
shoots
him.
He
flies
over
his
yacht
trailing
sparks
and
money.
Pan
down
to
Bob
at
a
park
with
his
kids,
who
reach
up
and
grab
it.
Bob
gets
a
message
on
his
phone:
“You
have
new
advice.”
So
fire
that
expensive
broker
you
haven’t
heard
from
since
they
got
their
commission
check.
He’s
got
a
yacht
to
care
for,
and
you
have
a
future
to
tend
to.
It’s
Ome
for
you
to
let
Financial
Guard
watch
your
money,
so
you
can
go
do
what
you
really
love
to
do.
Get
the
advice
you
need,
when
you
need
it,
and
save
money.
14
Ending
logo
and
website.
Financial
Guard.
Fire
your
broker,
free
your
money.