The 5 Types of Videos Every Financial Advisor Should Have

Let’s face it—standing out as a financial advisor can be tough. Prospective clients want to know they can trust you before they even pick up the phone. That’s where video marketing comes in. It’s one of the most effective ways to showcase your personality, build credibility, and make a real connection with potential clients before you ever meet.

But what kinds of videos should you focus on? Here are five essential video types that can help you establish trust, engage your audience, and grow your business.

1. The Overview Video: Who You Are and What You Do

Your overview video serves as your digital handshake. It should introduce you, your firm, and the core values that set you apart from other advisors. Think of it as a personal and engaging “About Us” page in video format.

What to Include:

• A warm, welcoming introduction
• A brief explanation of who you serve and what problems you solve
• Your unique approach to financial planning
• A strong call to action, encouraging viewers to schedule a consultation

Where to Use It:

• Your website’s homepage
• Social media profiles
• Email signature

2. Educational Videos: Establishing Yourself as an Authority

Educational content is a great way to build trust and showcase your expertise. These videos should focus on answering common financial questions, breaking down complex topics, and providing actionable insights.

Popular Topics:

• Retirement planning strategies
• Tax-saving tips
• Market trends and investment insights
• Common financial mistakes to avoid

Where to Use It:

• YouTube and LinkedIn for organic reach
• Blog posts and newsletters
• Social media posts

3. Client Testimonial Videos: Building Credibility

Nothing builds credibility like hearing directly from satisfied clients. Client testimonial videos provide social proof and help prospective clients see the value you bring to others.

Best Practices:

• Keep it authentic—avoid overly scripted testimonials
• Focus on real-life problems you’ve helped solve
• Highlight the client’s positive experience working with you

Where to Use It:

• Your website’s testimonials section
• Landing pages for lead generation
• Email campaigns targeting warm leads

4. Planning Approach Video: How You Help Clients Achieve Their Goals

A planning approach video explains how you guide clients through their financial journey. This type of video can help prospects understand your methodology and what they can expect when working with you.

What to Include:

• An overview of your financial planning process
• Your philosophy on investment and wealth management
• How you tailor plans to individual client needs
• A call to action encouraging prospects to take the next step

Where to Use It:

• Your website’s “Our Process” or “How We Work” section
• During introductory meetings with potential clients
• Social media and YouTube to educate prospects

5. Onboarding Videos: Streamlining the Client Experience

Onboarding videos help new clients navigate oft-repeated procedures, making the transition smoother and reducing the need for repeated explanations. These videos ensure clients feel confident about the next steps in their financial journey.

What to Include:

• Step-by-step guidance on transferring assets to your custodian
• Explanation of required paperwork and how to complete it
• Overview of client portal features and how to use them
• What to expect during the first few months of working together

Where to Use It:

• New client onboarding emails
• Secure client portal
• Embedded in your website’s “New Clients” section

Final Thoughts

By incorporating these five types of videos into your marketing strategy, you can strengthen your brand, establish trust, and connect with prospects in a more personal and engaging way. Whether you’re just starting with video or looking to refine your strategy, these video types will help you make a lasting impression in the financial advisory space.

Start with one and build from there—your future clients are watching!

Want to learn more?

Choose a time on the calendar below to schedule a quick conversation to see if video is right for your advisory firm: