For RIAs, PE, & VC Firms

Book 30 Leads in Less Than 30 Days

Book 30 Leads in Less Than 30 Days

Get 3-5 Local HNWI Clients
in Less Than 90 Days.

We send a videographer to your office, script and edit every video, then run the ads and build the funnel that turns them into booked calls. You never touch a camera, an edit, or a calendar.

Book A Strategy Call

Book A Strategy Call

Learn More

Learn More

Services

What we do.

What we do.

Everything needed to go from an empty calendar to a fully produced lead engine.

Everything needed to go from an empty calendar to a fully produced lead engine.

See How It Works.

A quick breakdown of the offer, who it's built for, and exactly how it works.

Long Form Production

Full-length client videos, filmed on-site by our team, edited to be the source material the short-form engine runs on.

Short Form Production

Platform-native vertical clips, built to be posted and designed to hold attention.

All Platform Distribution

How It Works

The Process

The Process

From positioning to production, distribution, and compounding measurement, each step runs quietly in the background while you just show up to film.

From positioning to production, distribution, and compounding measurement, each step runs quietly in the background while you just show up to film.

01.

Strategy & Positioning

We define your content strategy, audience, and distribution plan before creating a single asset.

02.

Capture & Production

Our videographer films everything on-site, then we turn it into premium long-form content and creative assets.

LinkedIn

X

Instagram

TikTok

YouTube Shorts

03.

Multiply & Distribute

One filming session becomes weeks of platform-native content, optimized for every channel.

Reach

48.2K

Growth

+31%

04.

Measure & Compound

We analyze performance, refine the strategy, and help your content compound over time.

FAQs

Frequently Asked Questions

Frequently Asked Questions

How do you handle compliance?

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We work solely with financial firms, so compliance is built into the process. Every script is written with SEC/FINRA marketing regulations in mind and delivered in a format that can easily be reviewed by your compliance team before filming or publishing. We also maintain an archive of all content and footage for record-keeping purposes. The goal is to produce educational content that builds trust while staying within the guidelines your firm already operates under.

How do you handle compliance?

+

We work solely with financial firms, so compliance is built into the process. Every script is written with SEC/FINRA marketing regulations in mind and delivered in a format that can easily be reviewed by your compliance team before filming or publishing. We also maintain an archive of all content and footage for record-keeping purposes. The goal is to produce educational content that builds trust while staying within the guidelines your firm already operates under.

How much time will this require from my team?

+

Very little. A recording session will require less than 2 hours monthly, and communication requires less than 30 minutes weekly. Your team’s main responsibility is simply recording the videos. We'll film 2-4 videos in a single session, which typically takes 2 hours. Everything else is handled by our team, including strategy, scripting, filming coordination, editing, thumbnails, posting, and performance tracking.

How much time will this require from my team?

+

Very little. A recording session will require less than 2 hours monthly, and communication requires less than 30 minutes weekly. Your team’s main responsibility is simply recording the videos. We'll film 2-4 videos in a single session, which typically takes 2 hours. Everything else is handled by our team, including strategy, scripting, filming coordination, editing, thumbnails, posting, and performance tracking.

How do you ensure the leads are qualified?

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We design the content and funnel specifically for your ideal client profile. The videos target topics that high net worth individuals actively search for, such as tax strategies, exit planning, or portfolio decisions. From there, prospects are guided through a structured intake/application funnel that pre-qualifies them before they ever reach your calendar. This ensures that the discovery calls being booked are coming from people who match the type of clients your firm actually wants to work with.

How do you ensure the leads are qualified?

+

We design the content and funnel specifically for your ideal client profile. The videos target topics that high net worth individuals actively search for, such as tax strategies, exit planning, or portfolio decisions. From there, prospects are guided through a structured intake/application funnel that pre-qualifies them before they ever reach your calendar. This ensures that the discovery calls being booked are coming from people who match the type of clients your firm actually wants to work with.

Who comes up with the idea to present on video?

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We handle the strategic ideation. Our team researches the questions and topics high net worth individuals are already searching for online and builds a structured content plan around those opportunities. From there, we collaborate with you on outlining the videos so the messaging reflects your expertise and perspective as an advisor.

Who comes up with the idea to present on video?

+

We handle the strategic ideation. Our team researches the questions and topics high net worth individuals are already searching for online and builds a structured content plan around those opportunities. From there, we collaborate with you on outlining the videos so the messaging reflects your expertise and perspective as an advisor.

How many videos do we receive?

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The number of videos depends on the package your firm chooses. Long-form content options include 2, 4, or 6 videos per month, and every package also includes 10 short-form clips monthly, which allows for roughly 2–3 posts per week across platforms. This structure allows one filming session to generate a full month of consistent content.

How many videos do we receive?

+

The number of videos depends on the package your firm chooses. Long-form content options include 2, 4, or 6 videos per month, and every package also includes 10 short-form clips monthly, which allows for roughly 2–3 posts per week across platforms. This structure allows one filming session to generate a full month of consistent content.

We film.
You close.

Whether you're an RIA, private equity firm, or venture capital fund, we'd love to understand your goals and how we can help you reach the right leads.

jcureton@lucernacollective.com

Typical response within 24 hours

Work With Us

Lucerna

© 2026 Lucerna Collective, LLC . All rights reserved.

Lucerna

About

About

Work

Work

Process

Process

Contact

Contact

Book A Call

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Lucerna

Lucerna

© 2026 Lucerna Collective, LLC . All rights reserved.