Build a brand for your advisor practice that inspires trust.

We create video strategies + authentic videos to generate specific results for advisors. 

Get to know us!

Interested in taking your advisor practice to the next level with video?

Enter your email and we’ll reach out to schedule a meeting!

Some of the Services We Offer

Advisor "About Us" Videos

Warm your prospects through visceral, authentic moments with your company leadership and team.

Advisor Testimonial Videos

Drive instant trust and credibility with compliance-approved client testimonials.

Advisor Process Videos

Explain your planning approach with a clear, concise informational video.

Financial Education Videos

Boost your search ranking and enhance your educational library with your take on important financial topics.

Advisor Bio Videos

Reassure new clients by Introducing them to their assigned advisor through genuine, personable team bio videos.

Advisor Prequalification Videos

Help new clients or leads prepare for their initial meeting by explaining things such as your engagement process, pricing/asset minimums, and what information to bring to a first meeting.

video for financial advisors

Are you communicating trust to your prospects?

Most advisors struggle to build trust with prospects quickly. 

Great video builds trust more quickly than other marketing collateral because it captures not only your words, but the genuine emotion behind them.

By making that genuine emotional connection, you build trust.

Show up. Be Yourself.

Video is a tremendously powerful medium and most advisors fail to leverage it properly. 

Most advisors focus on conveying information in a video–information that is better left to website copy.

Instead, by telling a story and being yourself in video, you establish an emotional connection to build trust, leveraging the great power of video to do what only video can.

Our philosophy is:

Show up. Be yourself. 

If you can trust yourself to do that, we offer a simple process: answer questions in a natural, conversational interview and we’ll take care of the rest.

Advisor brand video sample
“Kerri is clearly competent and experienced, but her superpower is that she cares. She is genuinely interested in helping her clients perform at their highest level and, in turn, helping their customers receive the best possible outcomes.”
advisor video
Devin Faddoul
Adda Financial

The way you tell your story can make all the difference.

Here’s where we’ve been sharing ours – in workshops, guest lectures, webinars, and publications.

Where we've taught about video

Get in touch

Send us your email, and we’ll reach out to start a conversation.