Video Strategy for Financial Advisors & RIA Firms
Your clients choose
who they trust.
Video is how
trust scales.
We help financial planners and RIA firms become the most recognized, most trusted authority in their market — using video built on psychology and neurology, not just production.
BOOK A STRATEGY CALL
CLIENTS WANT PERFORMANCE.
THEY INVEST IN PEOPLE.
“Every financial advisor promises strong returns. The one who wins the meeting is the one who built trust before they walked in the door.”
Video is the only medium that replicates a face-to-face conversation at scale. It builds the know, like, and trust factor that turns strangers into clients — before you ever take a call.
Other advisors in your market are already doing this. If they’re posting consistently on LinkedIn and YouTube and you aren’t, they are the one who feels most familiar when a prospect finally decides it’s time to get serious about their finances.
Your AUM tells a story. Video is how you tell it. A 90-second video of you explaining a complex tax strategy or estate planning concept in plain English does more for referrals than any brochure ever will.
One new client with $500k in investable assets pays for a full year of our retainer. Starting at $10k/month, the math is hard to argue with.
Compliance doesn’t have to kill your content. We’ve worked within FINRA and SEC compliance frameworks. Every piece of content we create is designed to educate without triggering advertorial restrictions.
ATTENTION. INTEREST. CONSIDERATION.
Video is the only medium that replicates a face-to-face conversation at scale. It builds the know, like, and trust factor that turns strangers into clients — before you ever take a call.
ATTENTION
STOP THE SCROLL
Using principles from neuroscience and visual psychology — what we call eye-hacking — we design every opening second to compete with everything else in your prospect’s feed. Dry financial content rarely wins. We don’t make dry content.
INTEREST
BUILD RELATIONSHIPS
Trust is built through familiarity. We create content that lets prospects hear you think, see how you handle complexity, and decide whether they like your approach — all before the first meeting. By the time they call, they’ve already chosen you.
CONSIDERATION
MOVE THEM TO ACT
Every video we produce has a specific job in your pipeline — awareness, education, or conversion. We sequence content so your ideal client moves naturally toward a consultation without ever feeling sold to. That’s the connection that converts.
About us
WE KNOW
THE RULES
Financial content operates in a different regulatory environment than other industries. We understand that. Every piece of content we create for advisors is designed to educate and build trust — not to advertise specific performance or make unsubstantiated claims.
We work within FINRA and SEC advertising guidelines as a baseline and adapt to your firm’s specific compliance requirements. We’re not your compliance officer — but we’re not going to hand you content that puts your license at risk either.
What we create: thought leadership, market commentary, planning concepts, process explanations, FAQ formats, and advisor-to-camera content that builds relationships without triggering advertorial restrictions
HOW IT WORKS
WE START WITH
YOUR PRACTICE
NOT YOUR
PORTFOLIO
Most production companies show you their reel. We ask what client acquisition problem you’re trying to solve — then we build the content system that solves it.
01
STRATEGY CALL
We learn your ideal client, your AUM goals, your competition, your compliance environment, and what you’ve tried before. No pitch. Just questions and honest conversation about what will actually move the needle.
02
We audit your current digital presence – website, LinkedIn, YouTube – and identify the gap between how prospects find you and how they need to experience you before they’ll trust you with their money.
03
We build a monthly video calendar – scripted, produced, and distributed – with every piece engineered to move a specific prospect closer to scheduling a discovery call with your firm.
04
MEASURE & REFINE
Every month we report on what’s working – views, engagement, consultations booked – and adjust the content strategy. Your retainer is tied to outcomes, not just deliverables.
WHY VIDEO? WHY NOW?
THE DATA IS
PRETTY COMPELLING.
13X
More likely to see positive ROI with consistent content publishing
36%
YoY growth in LinkedIn video watch time – your clients are there
3X
LinkedIn video engagement vs. text-only posts from advisors
$50K +
Value we aim to generate for every $10k you invest with us
WHO ARE WE?
WE MAKE CONNECTIONS
We are a boutique video agency that specializes in using psychology and neurology to hook viewers and connect them with the people who are already looking for help.
We make connections between your firm and the high-net-worth clients you should already be working with. Let’s talk about what that looks like for your practice.
Get in touch
Send us a mail
Start today
Innovative ideas for Innovative Future