The Ultimate Finance, Accounting, Legal & Insurance Brand Shoot Guide
A brand shoot for finance, accounting, legal professionals, and insurance brokers should go beyond traditional headshots. It should communicate trust, professionalism, and expertise while showing your personality and approachability. This guide ensures you capture compelling images to elevate your brand and marketing efforts.
Location Planning
The right setting will reinforce your brand’s expertise and professionalism. Consider the following locations:
Office Space – Your desk, conference rooms, collaborative areas, and client meeting spaces.
Co-Working or Corporate Spaces – A polished, professional environment if your office is unavailable.
Casual Meeting Spaces – Coffee shops, modern lounges, or collaborative settings for a more relaxed vibe.
Photography Studio - Often the best choice for most industries, a studio offers great natural lighting, minimal distractions, and a neutral backdrop that keeps the focus on you and your brand.
STUDIO EXAMPLE
PROPS
What to Bring
A strong brand shoot includes key elements that visually tell your brand story. Be sure to pack:
Documents & Notebooks – Contracts, financial reports, case files, policies, insurance forms, or branded folders.
Tech Essentials – Laptop, tablet, phone, calculator, or digital signature tools.
Branded Collateral – Business cards, letterheads, client welcome packages, brochures, or policy booklets.
Props that Reflect Your Work – Books, scales of justice (for legal professionals), financial charts, spreadsheets, or insurance policy binders.
Personal Touches – A coffee cup, reading glasses, or a favorite motivational book.
WARDROBE
Wardrobe & Styling Tips
Your outfit should align with your industry and personal brand. Keep these tips in mind:
Colours – Stick to your brand colours.
Professional & Polished – Classic suits, structured blazers, and crisp button-downs.
Approachable Yet Elevated – Soft colors, business casual looks, or smart layering.
Avoid Distracting Patterns – Stick to solid colors or subtle prints.
Minimal Accessories – A watch, delicate jewelry, or a simple tie adds polish without distraction.
Ensure your clothes are free of wrinkles, stains and marks.
SHOT LIST
Must-Have Shots
A well-rounded shoot should include a mix of candid, professional, and brand-defining images.
In-Action & Process Shots
Reviewing financial documents, case files, contracts, or insurance policies.
Working on a laptop or consulting with a client.
Writing in a notebook or using a calculator.
Presenting in a meeting or on a call.
Signing paperwork, stamping legal documents, or reviewing policy terms.
Hands on a keyboard, phone, or tablet.
Brand Personality & Approachability
Casual coffee shop meeting or relaxed conversation.
Friendly, confident expressions.
Walking outside your office or engaged in thought.
Candid interactions with a colleague or client.
Team & Office Environment
Team collaboration or client discussions.
Group shots of your staff.
Office details: branded mugs, bookshelves, desk setups.
Workspace aesthetics: clean desk, awards, or certificates.
Pro Tips for a Successful Shoot
Declutter the Space – Ensure job sites and completed spaces are clean and styled.
Plan Your Shot List – Work with your photographer to ensure every key aspect is covered.
Think About Versatility – Capture images that can be used for various platforms.
Use Consistent Lighting – Natural light is ideal, but soft professional lighting works well too.
Incorporate Brand Colours & Elements – Subtle brand elements in clothing, materials, or signage create a cohesive feel.
Pinterest is an amazing resource for inspiration when planning your shoot. Take a peek at our board here and we encourage you to create your own.
WHO TO HIRE
When selecting a photographer please ensure the following;
They are a BRAND photographer
Their approach to shooting matches with the location of choice (ex. if they are a natural light photogapher does your location have natural light?)
You have reviewed their portfolio and their style matches your brand
Do not worry if they aren’t available “asap” - we would prefer you wait for quality vs picking based on availability
Want to run your options by us? We would be happy to take a look and provide our feedback!
NOTES FOR PHOTOGRAPHER
Capture both vertical and horizontal images (your client requires all orientations for their marketing)
Capture all the types of shots listed above (not all headshots!)
Marketing will require various shots, angles, close ups, etc. (variety is key)
Save the files the client business name (ie. My Wolf Design not: “MWD”, “image12345”)
Images for web use should be no bigger than 10MB
Providing client with both High res at 3600px and up and web size at 1024px is critical
Please share with the client expected final file delivery timeline
Please ensure number of edits are adequate to complete the project (shot amounts provided in this guide)
