Serge Creator Studios · Prepared for Rebakah Obinma · Public edition
The business plan behind a personal brand in wealth management: the offer, the audience, the platforms, the podcast and the eight week publishing run built around fifteen films.
About this edition
A shortened public edition of a real client deliverable. It shows how Serge Creator Studios builds a personal brand in a regulated industry, from the business model down to the calendar.
Every financial figure: fees, pricing, targets, forecasts and the return arithmetic. Client specific terms and open questions. What remains is the structure, which is the part worth showing.
One
Four decisions sit underneath the whole plan.
Seven services listed side by side read as a menu, and menus do not convert. Tax content travels furthest and carries the least compliance exposure, but she is not a CPA, so tax is taught rather than sold. Protection is the near term work. Planning and assets compound over decades. Three different jobs, and the content stops treating them as one offer.
A college athlete with a first NIL deal is rarely the buyer. The parent usually is, and the parent is watching because the athlete keeps sending the videos. The athlete content stays exactly as it is. What changes is who each call to action is written for.
In wealth management a relationship runs for decades, so the campaign is judged on qualified household conversations, not on views. That one decision changes what goes in the weekly report.
Agents, alumni networks and local programs already know her. The content is what makes outreach to them land. It does not replace it, and the plan says so on page one rather than in December.
Nothing. All fifteen scripts hold as written and as filmed. Every change is downstream: which platform leads, which call to action goes where, and what gets reported.
Two
A practice with seven services and no front door starts every conversation from zero. One front door, two rooms behind it.
Every call to action on every platform, and every direct message reply, points at the same thing: a named, twenty minute diagnostic with a clear promise attached. No products are discussed on the first call, which is a sales structure and a compliance control at the same time.
Disability, life and insurance based solutions. The shorter cycle, and the first source of revenue.
Managed assets and the retirement and estate work around them. Slower, larger, and it compounds.
Tax is the hook. Protection is the product. Assets are the annuity.
Three
Parents of NIL-earning high school and college basketball players in Southern California, plus her own alumni network from Pepperdine, TCU and Notre Dame.
A parent does not follow a wealth coach. A parent follows the person their kid keeps sending videos of. That is why the athlete audience still matters, just not as the headline number.
Four
Six platforms, three jobs: reach, search and revenue. Nothing is posted everywhere just because it can be.
| Platform | Job |
|---|---|
| Home. Portfolio, proof and conversion, with Stories every day. | |
| The money channel. Parents, agents, athletic directors and business owners. | |
| TikTok | Search. Where a nineteen year old actually looks things up. |
| YouTube | The podcast's permanent home, plus Shorts. |
| Threads | Free text surface. Hooks and lines repurposed, no extra production. |
| A mirror of Instagram. Parents still live here. |
The handle is secured and mirrors Threads, with no strategy this quarter. The buyer is not there, and quote posts and reply threads make it the hardest of the six to keep compliant.
Five
Thirty six assets across eight weeks. Two real dates drive the sequence: her advisory exam and the start of basketball season.
A cold audience will not take tax guidance from someone it has not met, so the first three films are her story. Behind them: profile converted, disclosure line applied, funnel and direct message automation live.
Her advisory exam runs as a Story arc: the studying, the morning of, the result. The most human content of the quarter, and it costs nothing to produce.
The NCAA probability film takes the best slot. The disability program film is the one most likely to be forwarded from one parent to another.
Basketball season opens and parent attention peaks. The parent film leads on Instagram and LinkedIn, and the agent film opens the agent outreach.
Thanksgiving week carries the parent angle, because money conversations happen at the table. The best film of the quarter gets a new hook and goes out again.
Reach, intent and revenue, and what we would do next.
Films carry the why and her story. Carousels carry the artifact: the thing somebody saves because they will need it in a specific room on a specific day. Four of the ten:
Six
One pilot episode, ten clips and a trailer. A long form interview about the part of an athlete's career nobody films, with money as a through line rather than the subject.
Follower count measures reach. It does not measure whether the audience has money or the authority to act on it. Candidates are scored in this order:
Seven
This is the part that carries the quarter. The content is the proof. The outreach is the campaign.
| List | The move |
|---|---|
| AgentsAlready offering referrals | The agent film on LinkedIn, then a personal message to each, with the podcast as the credibility asset. Ask for one introduction, not a list. |
| AlumniThree universities, plus an international pipeline | One personal message each, with her story film attached. Not a pitch. |
| ProgramsAAU and club directors in Orange County | A free parent education session. Education rather than a sale, and one evening puts her in a room full of parents. |
| Local householdsThe side of the practice outside sport | LinkedIn connections, warmed by her long form posts rather than a cold note. |
The lists are hers to supply and to send from, because a message from an agency reads like one. Serge Creator Studios owns the structure: the lists live in the CRM, the templates are drafted, the follow up is scheduled, and the results sit in the weekly report.
| Level | Measures | What it tells us |
|---|---|---|
| ReachLeading | Views, follower change, watch through | Whether the hooks work. Fixable within days. |
| IntentMid funnel | Saves, shares, profile visits, link clicks, keyword comments | Whether the content moves anyone. |
| RevenueThe actual number | Calls booked and held, qualified households, applications, assets committed | The return. Everything above exists to produce this row. |
She tells her story and explains mechanics that are publicly verifiable. She never recommends a product and never promises an outcome. Every figure on screen carries its source, and no figure appears that is not on the verified list.