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Advisor Content Plan · Shoot Guide · July 2026

Ian Ross · US Health Advisors
Content Shoot Plan

A compliance-aware on-camera plan that makes Ian easier to verify, understand and refer. Use the scenario tabs as individual field sheets; select the one that matches the day rather than trying to force every scenario into one visit.

Primary objectiveStrengthen the referral handoff by making Ian’s identity, approved expertise and consultation path easier to verify online.
Core shoot2 hours · 1 primary scenario
Where it will be usedSocial · GBP · Website · Local pages
How this plan works: choose the scenario that best matches the day, work through the priority shots, then use the on-camera topics to guide the conversation. Your checkmarks stay saved on this device.

Professional Introduction

Identity · role · market · referral context
⏱ 25–35 min0/12 captured
Priority shots
01
Clean office or professional-environment wide with no private information visible
Capture one locked 10–12 second vertical clip and one clean horizontal still. Hold the frame for two seconds before and after any movement so the shot can open an edit or anchor a website page.
Photo + VideoWideVertical + Horizontal
02
Natural arrival, desk setup or greeting moment before the formal take
Film this before tools, people or staging change the scene. Get a wide context shot and one tighter detail so the audience understands the starting point without exaggerated angles.
Photo + VideoWideBefore
03
Direct-to-camera name and role introduction
Record two takes in clean audio: one natural 30–45 second answer and one concise 15–20 second version. Leave a full second of silence before and after the answer.
VideoClean audio2 takes
04
Referral-style “who I help and how the first conversation works” answer
Record two takes in clean audio: one natural 30–45 second answer and one concise 15–20 second version. Leave a full second of silence before and after the answer.
VideoClean audio2 takes
05
Alternate walking or seated introduction for a second visual tone
Record two takes in clean audio: one natural 30–45 second answer and one concise 15–20 second version. Leave a full second of silence before and after the answer.
VideoClean audio2 takes
06
Business card, notebook and approved contact detail
Move close enough to make the quality point obvious while keeping the surrounding context readable. Capture a still and a 6–8 second clip with steady focus.
Photo + VideoClose detail
07
Professional portrait and horizontal banner framing
Move close enough to make the quality point obvious while keeping the surrounding context readable. Capture a still and a 6–8 second clip with steady focus.
Photo + VideoClose detail
08
Ian delivers a 30–45 second introduction in approved language
Record two takes in clean audio: one natural 30–45 second answer and one concise 15–20 second version. Leave a full second of silence before and after the answer.
VideoClean audio2 takes
09
Warm closing take that invites a private conversation
Record two takes in clean audio: one natural 30–45 second answer and one concise 15–20 second version. Leave a full second of silence before and after the answer.
VideoClean audio2 takes
10
Verified market or community context without implying an ineligible office location
Create a reusable local-search asset without revealing private information: one horizontal still, one vertical clip and a spoken or written town/service identifier that has been verified.
Photo + VideoLocal SEOHorizontal
Bonus if time allows
B1
Clean website / thumbnail hero frame
Frame a clean horizontal image with negative space for a website headline, YouTube thumbnail or Google Business Profile crop.
PhotoHorizontalNegative space
B2
Ambient transition and natural sound
Record 10 seconds of steady ambient action or room tone. This gives the editor a natural transition and helps the final cut feel less staged.
VideoAudio10 sec
Shoot-day plan

Preparation and two-hour run of show

This run of show keeps the day focused while leaving room for the real project, questions and personality to lead.

Compliance-approved role and bioConfirm this before cameras roll so the shoot starts with accurate, approved information.
Licensed/approved marketsConfirm this before cameras roll so the shoot starts with accurate, approved information.
Approved topics and disclaimersConfirm this before cameras roll so the shoot starts with accurate, approved information.
Correct consultation pathConfirm this before cameras roll so the shoot starts with accurate, approved information.
0:00–0:10
Setup and permissions
Confirm releases, privacy boundaries, safety, approved claims and the primary CTA.
0:10–0:25
Opening and brand assets
Capture the establishing frames, portraits and clean introduction for Ian Ross · US Health Advisors.
0:25–1:05
Primary scenario
Choose the scenario that matches the day. Complete its priority shots before adding bonus angles.
1:05–1:25
Proof and result
Capture details, matched before-and-after frames, customer-safe proof and the local-page hero assets.
1:25–1:50
On-camera topic block
Record the selected answers in a quiet setting. Capture one natural take, one shorter take and the supporting B-roll for each.
1:50–2:00
CTA and quality check
Record two next-step takes, confirm horizontal/vertical coverage, then review the checklist before leaving.
Your on-camera prompts

Topics, starter scripts and supporting shots

Choose two or three prompts to review before the shoot. The starter answer is a direction, not a script you need to memorize. Keep the final delivery natural, accurate and approved.

Topic 01

What should someone bring to the first conversation?

Your topic prompt
Can you answer: “What information helps make an insurance conversation more useful?”
Starter answer
“A productive first conversation starts with the basics: who needs coverage, the timing, the state involved, current doctors or prescriptions that matter, and the budget range the person is comfortable discussing. I use that information to explain the questions they should consider. Any specific option still has to be reviewed for eligibility, details and availability.”
Supporting shots
Desk setup, checklist, calendar booking, Ian speaking
CTA / guardrail
Invite a private consultation; add required compliance language.
Optional follow-up
“Can you give one real example?” Then: “What should someone do next if this applies to them?”
Topic 02

Deductible, copay and network

Your topic prompt
Give a simple, non-product-specific explanation of three terms people often confuse.
Starter answer
“A deductible is an amount that may apply before certain benefits begin, a copay is a set amount that may apply to a service, and a network is the group of providers connected to a plan. Those words can work differently depending on the policy, so the important step is reading the actual documents rather than relying on a social-media summary.”
Supporting shots
On-screen term cards, notebook, approved plan-document visual without private data
CTA / guardrail
Invite questions; do not apply definitions to a specific plan without review.
Optional follow-up
“Can you give one real example?” Then: “What should someone do next if this applies to them?”
Topic 03

When should someone review coverage?

Your topic prompt
What life changes usually make it worth reviewing health coverage options?
Starter answer
“People often review coverage when employment changes, a household changes, they move, they lose existing coverage or an enrollment window opens. The timing and available choices depend on the person’s situation and current rules. A conversation can help organize the questions and deadlines before they make a decision.”
Supporting shots
Calendar, moving box, work badge, family-neutral visuals
CTA / guardrail
Invite a timely consultation; verify enrollment language.
Optional follow-up
“Can you give one real example?” Then: “What should someone do next if this applies to them?”
Topic 04

What an advisor actually does

Your topic prompt
Explain the role of an advisor without making promises.
Starter answer
“My job is to help a client understand the questions, compare approved information and work through the application process. I cannot make every option fit every person, and I do not want anyone choosing based on a catchy post. The value is having a real person help them slow down and understand what they are reviewing.”
Supporting shots
Ian on camera, screen-share from a distance, phone consultation
CTA / guardrail
Book a private review.
Optional follow-up
“Can you give one real example?” Then: “What should someone do next if this applies to them?”
Topic 05

A common misconception

Your topic prompt
Share one common health-insurance misconception that compliance approves.
Starter answer
“A common misconception is [approved misconception]. The better question is [approved framing], because details such as eligibility, network, exclusions and timing can change the answer. My advice is to verify the actual policy information and ask questions before assuming two options work the same way.”
Supporting shots
Myth/fact text, Ian speaking, document close-up
CTA / guardrail
Invite viewers to ask for clarification, not a public recommendation.
Optional follow-up
“Can you give one real example?” Then: “What should someone do next if this applies to them?”
Topic 06

Why referrals still need proof

Your topic prompt
Explain why you are building educational content even though most business comes through referrals.
Starter answer
“A referral gets my name into the conversation, but people still want to understand who they are meeting and how I work. Educational videos let me answer basic questions before the call and make the process feel more comfortable. The real discussion still happens privately, with the person’s actual situation in front of us.”
Supporting shots
Networking event, profile page, short clip recording
CTA / guardrail
Direct to approved bio/booking page.
Optional follow-up
“Can you give one real example?” Then: “What should someone do next if this applies to them?”
Backup topic bank
Questions to ask before comparing options
How to prepare for an enrollment deadline
What “licensed in a state” means
Why provider and prescription questions matter
What happens after someone books a call
A personal story about why you entered the field
Compliance-reviewed concept

Plan Comparison Worksheet

Build educational content one worksheet row at a time. Nothing is filmed for publication until the final wording and product context pass compliance review.

Coverage and yearly cost

Coverage type, monthly premium and estimated annual premium. A lower premium is not automatically a lower-cost year.

Cost sharing and exposure

Deductibles, access fees, copays, coinsurance and maximum exposure, using the official documents.

Access and prescriptions

Network rules, named doctors or facilities, prescription coverage and the steps used to verify them.

Limits and source documents

Exclusions, waiting periods, benefit caps, renewal or termination conditions, plus the official Summary of Benefits and Coverage or plan documents.

What you’ll receive

One shoot, organized for every destination

We’ll capture clean master files so one shoot can support social, Google, your website and local pages without recycling watermarked clips.

10–15Vertical social edits from process, proof and topic answers
5–6Clean expert-answer masters for YouTube and website embeds
25–40Edited stills for GBP, website pages and social posts
5+Horizontal website / local-page clips with natural audio
1Organized website-ready asset folder with verified project notes

Website & Google asset plan

Use location pages only where licensing, service and compliance support them. Give the web partner approved biography, markets served, credentials, event proof and FAQs, never duplicate thin pages for places Ian does not actively serve.

  • Label the service, town, shoot date and permission status.
  • Include original horizontal photos, vertical clips and clean 16:9 masters.
  • Add a short transcript, verified facts and the real customer question answered.
  • Your website/SEO team can place each asset on the strongest page and handle titles, internal links, schema and indexing.

Before anything goes live

Every script, testimonial and claim must follow carrier, company, licensing and advertising-compliance rules. Never publish plan guarantees, unapproved comparisons, prices or coverage advice.

  • Verify names, credentials, prices, warranties, timelines and claims.
  • Use neutral review requests and genuine customer permission.
  • Keep raw masters unwatermarked and in the shared content library.
  • Track calls, forms, bookings or orders, not reach alone.

Ready for the shoot

Open the matching scenario on site, work the numbered checklist from top to bottom, then use the topic prompt cards to guide the conversation through the on-camera block.

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