Jason is a Certified Financial Planner and Chartered Retirement Planning Counselor who helps high-performance professionals and high-net-worth investors create alignment with their abundance so they can live in flow with their wealth and serve their purpose.  

As a forward-thinker, he's always sought ways to stay in front of his audience consistently without having to chug away every weekend to maintain visibility. He wanted a system that allowed him to keep his audience engaged even when he took breaks.

Building and maintaining a consistent presence on social media platforms is challenging, especially when doing it manually. The time spent in front of screens trying to engage an audience can be overwhelming, leading to inconsistency, which in turn affects the algorithm.

Moreover, Jason realized that to effectively repurpose content across multiple platforms, one needed a multifaceted team comprising a project manager, editor, copywriter, and graphic designer. Managing such a team would not only be costly but also time-consuming.

Having already been no stranger to doing long-form content in front of the camera, Jason just needed the right topics to film content around.  We started there, and then gradually moved him over to produce intentional short-form content as well.  This part was simple: Jason just needed to record a video discussing what he did or answering questions about his service, and then drop it in a designated folder. The team at Upperhand took care of the rest.

The Results

Five months into the partnership, Jason has been ecstatic with the results. He emphasized the hands-off approach Upperhand provides and how the service made him look good online. It allowed him to effectively expand his reach and message without spending extra hours each week.

He also was able to keep a pulse with his audience, driving business and leads, even while he was on vacation. 

And in a world where most of his competition is still at it the "old way", pounding the pavement and having one on one conversations, Jason is able to do 10x the business of his competitors because of increased visibility and trust.