Financial Advisor Video Marketing

Grow your wealth management service

With so much noise and information about financial health, it is important to uniquely position yourself as a trusted resource. When you demonstrate your expertise using videos, you'll attract more clients and the trust of a network of prospects and referral sources.

Benefits include:

  • Connecting with the millenial demographic in a way they consume content

  • Staying in touch with your clients to maintain the relationship so they come to you with questons - not other advisors - to boost your retention rate

  • Educating your prospective clients as they think over their decision to switch advisors or move assets under your management

  • Publishing informative and educational videos - not specfic investment advice or strategy for a situation - will keep you compliant.  We keep a record of all emails and video published for you. You approve everything before it's sent.