Remote Video for Financial Advisors
Authentic Video Stories for Solo Practitioners and Early-Stage RIAs.
Your future clients are looking for you.
Prospective clients know what you can do for them, but they also want to know who you are as a person.
Our videos are designed to showcase your unique point-of-view on money and life, attracting those “perfect match” clients you need to grow your business.
How it works
Using gear we ship to your door, we guide you through a fun, natural-conversation interview that captures the genuine joy and passion you feel when you think about the meaning behind your work.
Then, we edit the most authentic, charming moments into a 2 to 3-minute video that gives your prospects a genuine sense of connection and inspires them to take action.
Sample Financial Advisor Bio Videos
Advisor Bio
Albuquerque, New Mexico
Advisor Bio
Clermont, Florida
Advisor Bio
Hilton Head Island, South Carolina
Sample Financial Advisor Client Testimonial Videos
Advisor Client Testimonial
Rye, New York
Advisor Client Testimonial
Richmond, Virginia
Advisor Client Testimonial
Washington, DC
Genuine Connection, Genuine Outcomes.
We guide you through a relaxed, collaborative experience that feels more like a conversation than a production—so you come across confident, genuine, and unmistakably you.
We take the time to build a personal connection with each person we film so every video tells a unique, heartfelt story. ❤️
Our interviewees share their experience recording with us.
Advisor Bio Video
One advisor per video
- ✅ Fully done for you: all you have to do is speak about what you already know.
- ✅ No experience required! We walk you through lighting, camera, and audio setup.
- ✅ All necessary equipment conveniently shipped to your office or home.
- ✅ 1-hour natural conversation interview: no memorization or teleprompters!
- ✅ Edited down to a clean, 2-3 minute video using only your best moments.
- ✅ Royalty-free music and graphics included.
- ✅ Closed captions included (.srt format).
- ✅ Finished video delivered within 15 business days of filming.
- ✅ Free round of revisions.
- ✅ Yours to use anywhere, forever!
Advisor Client Testimonial Video
One client or couple (filmed together) per video
- ✅ Fully done for you: just provide your client's email or phone and we handle everything else!
- ✅ No experience required! We hold your client's hand through the entire process.
- ✅ All necessary equipment shipped directly to your client.
- ✅ 1-hour natural conversation interview: your client speaks freely about their experience!
- ✅ Edited down to a clean, 2-3 minute video using only the best moments.
- ✅ Royalty-free music and graphics included.
- ✅ Closed captions included (.srt format).
- ✅ Finished video delivered within 15 business days of filming.
- ✅ Free round of revisions.
- ✅ Includes client release agreement so you retain the right to display the testimonial anywhere.
Advisor Bio Video FAQ
What can I do with an Advisor Bio Video?
An Advisor Bio Video is one of the best prospect warming tools you can have at your disposal!
If you’re independent, it’s the first impression you’ll make on your prospect. Unlike text on a website, your Advisor Bio Video will show prospects your personality and energy so they’ll feel a stronger connection to you and be more likely to engage.
If you’re a firm that assigns new clients or occasionally reassigns old clients to new advisors, having an Advisor Bio Video for each of your advisors is a great way to help your new clients feel more connected to the advisor they’ll be working with.
A face and a voice is much more powerful than a name!
How do I know my Advisor Bio Video will be compliant?
We will work directly with your compliance officer to ensure the final product meets their standard, including the required disclosures. Additionally, the types of questions we ask during interviews typically avoid problem areas. We do not charge extra for edits requested by your compliance team prior to delivery.
How long does it take to make an Advisor Bio Video?
Part of the answer to this will depend on your schedule, but once we’ve done the recording, you’ll see a finished video within 15 business days.
What's the pre-interview call for?
The pre-interview call is for establishing rapport. We’ve found that the interview is easier, more fun, and more effective if we’ve already met you. We also use the opportunity to walk through some recording logistics.
Can you match my Advisor Bio Video to my company branding?
Yes! If you have a formal brand style guide, we will use it to match fonts, colors, and graphics to your company branding. If you don’t have one, we’ll use elements from your website for inspiration. We’ll also incorporate your company logo into each video.
How much footage will you record?
Our interviews last 45 minutes, and only the strongest, most authentic parts make it into the final product.
How long are your Advisor Bio Videos?
While we don’t have any hard-and-fast rules about the final length of an Advisor Bio Video, most are around 2 to 3 minutes long. The story comes first: we do not alter our pricing based on the video length.
Do you record through Zoom via streaming?
No. We use a specialized platform that records locally on the participant’s computer to eliminate video quality issues related to streaming. It feels very similar to a Zoom call – all it takes is an Internet connection and a web browser.
Will the video and audio quality be good?
We’ll provide you with an easy-to-use camera, microphone, and light that create much better results than what’s built in to most computers.
We also guide you through the setup of the equipment and your recording space.
Can I keep the equipment?
Our list pricing includes borrowed gear that we ship out.
However, we can drop ship the equipment brand new to you if you would like to purchase it (If you are outside the continental United States, we require this service).
Otherwise, we’ll provide a prepaid return label so you can easily send the equipment back.
Advisor Client Testimonial FAQ
Am I allowed to use video testimonials?
As the SEC, many state authorities, and many broker-dealers have clarified their implementations of the Modernized Marketing Rule, many advisors are now allowed to use video testimonials. Always check with your compliance officer for information specific to your case.
This article by Chris Stanley, published in Kitces is a great resource on the topic; it notes: “The SEC’s Final Rule (86 FR 13024) was published in the Federal Register on March 5th, 2021. The effective date for the rule [was] May 4. RIAs [had] 18 months to become compliant with the new rule, with a firm compliance deadline of Nov. 4, 2022.”
If you are not SEC-registered and state-registered only, check with your state authority for state-specific information.
How do I know my testimonials will be compliant?
We will work directly with your compliance officer to ensure the final product meets their standard, including the required disclosures. Additionally, the types of questions we ask clients during interviews typically avoid problem areas. We do not charge extra for edits requested by your compliance team prior to delivery.
What do you need from me?
Just provide us with email addresses for the clients who have agreed to participate, and we’ll take it from there. Need help with language on how to ask clients to participate? Happy to help (in coordination with your compliance team).
How do I ask my client to participate in a video testimonial?
Your clients want to help you! They usually feel flattered and privileged to be asked to participate in a video testimonial. We have some guidelines to help you get started.
Can I order now and have some time to think about who I want to ask?
Definitely. You can take advantage of our volume pricing by prepaying even if you’re not yet sure who your participants will be. Contact us for details on volume pricing if you would like to order 3 or more videos.
How long does it take to make a video testimonial?
Part of the answer to this will depend on your client’s schedule, but once we’ve done the recording, you’ll see a finished video within 15 business days.
What's the time commitment for my client?
There is a pre-interview call that lasts about 15 minutes, and later, the recording session itself, which lasts 60 minutes. The recording session includes 15 minutes to guide the participant through the technical setup and 45 minutes of recording.
Will you represent my company professionally to my client?
We know it’s important that we make a good impression on your client. For that reason, our process has been refined over many repetitions to optimize the client experience.
We are very professional and personable, and have consistently received high marks from participants of all backgrounds from camera-shy people to media-trained corporate executives.
How much footage will you record?
Our interviews last 45 minutes, and only the strongest, most authentic parts make it into the final product.
How long are your video testimonials?
While we don’t have any hard-and-fast rules about the final length of a testimonial, most are around 2-3 minutes long. The story comes first: we do not alter our pricing based on the video length.
Do I need my client's written permission to display their video testimonial publicly?
We have each participant sign a standard release form that formalizes their consent for you to use the recorded material as you see fit.
Do you record through Zoom via streaming?
No, we use a specialized platform that records locally on the participant’s computer to eliminate video quality issues related to streaming. To your client, it feels very similar to a Zoom call–all it takes is an Internet connection and a web browser.
Will the video and audio quality be good?
We provide each participant with an easy-to-use camera, microphone, and light that create much better results than what’s built in to most computers.
We also guide them through the setup of the equipment and their recording space.
Can my client keep the equipment?
Our list pricing includes borrowed gear that we ship out.
However, we can drop ship the equipment brand new to your client for a small additional cost (If your client is outside the continental United States, we require this service).
Otherwise, we’ll provide a prepaid return label so they can easily send the equipment back.
What's the pre-interview call for?
The pre-interview call is for establishing rapport. We’ve found that participants are much more at ease during the interview if we’ve already formed a bond with them.
Solo Practitioner or early-stage RIA? Click here.