Case study

Private Advisor Group

The Challenge

Private Advisor Group had a short window with hundreds of advisors and member firms together in one place.

The marketing team needed more than event documentation. They needed polished photos, strong testimonials, and an engaging recap video that could support next year promotion and broader company marketing.

The challenge was volume and quality at the same time: capture the room, direct useful interviews, cover priority moments, and create assets the team could use across multiple channels.

The Solution

Summit built the coverage around a clear pre-production plan, including testimonial priorities, a shot sheet, and the key moments that needed to be photographed.

On site, Summit covered the full event experience, directed testimonial interviews, captured polished event photography, and shaped the recap around the value of bringing the Private Advisor Group community together.

The final delivery gave the team a practical content library, not just a single recap.

Deliverables

1 recap video10 interviews10 social clips250 edited imagesFull testimonial interview library

The Result

Private Advisor Group used the assets to promote the following year and the company overall. The team rebooked after a high pressure event was delivered smoothly.

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