Pitch Video

Description

In his pitch video, Trailhead founder Robert Reid draws on 20 years behind the veil of big-bank financial planning to name a problem the industry quietly ignores. Nearly 100 million Americans have done no financial planning at all — because the tools that exist are complicated, intimidating, and designed to funnel you toward an advisor as fast as possible. His answer is a seven-question, two-minute onboarding experience that gives anyone a clear, actionable financial goal and lets them watch their progress in real time.

Shot in long, confident takes from a teleprompter, it's a pitch from someone who spent two decades serving the whales — and finally decided to come back for the ocean.