Financial Advisors
&
Investment Firms
In Uncertain Times, People Follow Clear Communicators Video helps you become the voice of calm and clarity that clients need—especially when markets are rocky.
Financial advisors who regularly use video report a 2x increase in lead conversion and a 50% improvement in client retention.
Why Advisors & Investors Should Use Video
80% of clients say they prefer working with advisors they feel they “know.” Video fast-tracks familiarity.
Email open rates increase by 19% when video is mentioned—and click-throughs rise 65%.
Your competitors are silent—or worse, vague. Stand out by showing up.
What You Can Communicate with Video
✅ Thought leadership and market updates
✅ A calm, consistent presence
✅ Stories of success, resilience, and growth
Starter Video Types for Advisors & Investors
Founder/Advisor Mission Story Establish trust by sharing your “why.”
Explainer Videos on Services or Strategies Break down complex offerings in easy-to-understand terms.
Ongoing Market Update Clips Short, timely content to stay top of mind with your clients.
Why Now?
Uncertainty drives people toward safety—and visible experts are seen as more trustworthy. Video doesn’t just build your brand, it reassures your clients.
Let’s help you become the voice your clients turn to!
You Know You Need Content—Here's the Easy Way to Get It
We help business owners stay visible, build trust, and close more sales through smart, simple video.
Choose the level of support you need—then book a quick call to get started.
📅 Monthly Retainers
Stay Consistent. Look Professional.
We plan, shoot, and deliver 5+ videos every month that actually build trust and drive leads. No ghosting. No DIY stress. Just pro content showing up like clockwork.
Best If: You’re tired of inconsistent content and want to finally look like the go-to in your space.
📦 Bucket Packages
Buy Once. Use When You Need.
Buy a set of videos now. Use them when it makes sense. Perfect for batching, seasonal pushes, or staying flexible without a retainer.
Best If: You want great content—just not every month.
⚡ One-Day Brand Upgrade
Your Brand. Upgraded in One Day.
Show up once—we’ll handle the rest. You walk in with a message and walk out with a full video asset system: a brand film, social clips, b-roll, and a clear story that builds trust fast.
Delivered in 7–10 days. Built to last for months.
Best If: You’re launching, rebranding, or finally ready to look like the real deal online.
🧠 Coaching & Consulting
Strategic Firepower for Founders Who Want to Scale Smarter
This isn’t just about content. It’s about clarity. We help you sharpen your message, simplify your sales process, and build video assets that actually move the needle. Think of it as having a guide in your corner—someone who sees the whole field and helps you move faster, with less waste.
Best If: You’re wearing 12 hats and need a strategic partner to help you focus, market smarter, and solve what’s stalling growth.
🎥 One-Off Projects
One Powerful Video. Done Right.
Need a promo, story video, or killer testimonial? We scope it, script it, and shoot it to perform—not just look good.
Best If: You’ve got a key message and one shot to get it right.
Not sure which fits best? Let’s figure it out together.
⭐️ FREE DOWNLOAD ⭐️
THE 5 VIDEOS EVERY BUSINESS NEEDS TO GROW
The fast, no-fluff guide to use video to build trust, close sales and scale smarter
✅ 5 essential business video types
✅ What each one actually does
✅ Quick video audit included
✅ Use it to stand out, sell, and scale
🔒 No spam. Just smart strategy. Unsubscribe anytime.