Unlike text and still images, video can convey your team’s personality, enthusiasm, and trustworthiness to prospects so they feel more comfortable reaching out.

However, for video to have this effect, it must be created with extreme empathy and care. Videos made haphazardly or without a genuine connection between the filmmaker and the advisor can come across stiff and impersonal.

This is why it’s best to work with a production company experienced with the unique needs of financial advisors. 

There are many types of videos advisors can leverage to build trust with prospects and clients. A comprehensive package may include:

• Company Story Video (always included)
• Testimonials
• Direct Call-to-Action Advertisements for TV, Web, and Mobile
• Investment Philosophy Video
• Discovery Process Video
• Onboarding Videos
• Advisor Bio Videos
• Financial Education Videos
• Social Media Videos

Contact us to explore the possibilities for your practice!

You’re not alone — most advisors feel the same way. The good news is, you don’t need to be an actor or love the spotlight to make powerful videos. In fact, some of the most compelling advisor videos come from people who were hesitant at first.

Our process is conversational. Instead of putting you on the spot, we guide you through an enjoyable conversation designed to bring out your story naturally. Many advisors tell us it feels more like a relaxed chat than a “video shoot.” The goal isn’t perfection — it’s authenticity.

And our videos aren’t just you talking to the camera. We support your story with visuals of your practice, your team, and sometimes even your home or neighborhood. The focus is always on building trust and connection, not on performing.

By the time you see the finished product, most advisors say some version of: “Wow, you made me look cool!”

Physical perfection isn’t what makes someone magnetic—presence and sincerity are. We use flattering lighting, thoughtful framing, and a comfortable, conversational approach to help you look your best without trying to be someone else. The result is a version of you your clients already know and trust.

And if you have an angle that makes you feel more confident, please let us know so we can position our cameras accordingly. It’s a very normal thing to ask—people who perform in front of cameras for a living do it all the time!

We will work directly with your compliance officer to ensure we edit everything to their specific instructions, including the required disclosures.

We design our videos with SEC and FINRA marketing guidelines in mind, but your compliance team always has the final say. Our role is to make sure your message is authentic, professional, and presented in a way that’s easy for compliance to approve.

Our pricing reflects the care, emotional investment, and craftsmanship that make our videos powerful long-term assets—not short-term expenses.

Numbers vary by project, but every story we craft is built with the same intention: to look beautiful, feel authentic, and deliver exceptional ROI.

On-site filming

Between $10,000 and $100,000 depending on the number of videos and project complexity. Schedule a free 30-minute consultation for a quote specific to your goals.

Remote filming

$2,500 per Advisor Bio Video or Client Testimonial Video

Filming typically lasts 1.5 to 3 days, depending on the specifics of your package. Once filming is complete, you’ll see a polished draft of your Company Story Video within 15 business days. The rest of your videos will follow over the next week or two. 

We are sensitive to the fact that you are busy, and work thoughtfully to minimize business interruptions. 

No part of filming requires a shutdown of business, but it’s best to avoid scheduling in-person client meetings on filming days, unless those clients are participating in video testimonials. 

The initial versions of your videos will be in finished condition, and most of our clients are so thrilled with them that they don’t ask us to change much. 

That said, unlike our competition, we do not charge for pre-delivery revisions. That means you can give us as many rounds of revisions as you need to make your video just right. As long as they don’t require reshooting, your revisions are free.

This is the perfect time to make your videos! A rebrand should include a fresh revamp of your company story, and our process is designed to uncover the emotional essence and hidden gems that make your practice so special. What you discover through your videos could inform the way you approach your rebrand.

Additionally, if you change your logo, typography, brand colors, or anyone’s job title within 1 year of delivery, we’ll revise your videos to reflect your new branding at no extra cost. 

Schedule a free 30-minute consultation. We’ll talk through your goals, identify what types of videos will have the most impact, and answer any questions you have. You’ll leave with a clearer understanding of the filming process and what your marketing presence will look like with authentic video.