empowering financial advisors with video
how it works
Our subscription service makes creating professional, branded video content effortless. From start to finish, we handle it all—so you can focus on growing your practice.
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We make recording easy with our Complete Video Equipment Package, which includes:
4K Webcam: Crisp, professional-quality video.
Lighting: Ensures you always look your best.
Microphone: Clear, professional audio to match your video quality.
Green Screen: Easy backdrop kit compatible with any space.
Best Practices Cheat Sheet: Quick tips to get the most out of your setup.
Plus, we’re with you every step of the way:
Set-Up Call with a Specialist:
We help you install and optimize your equipment.
Fine-tune your background and lighting for a polished, professional look.
Record your first video with you to ensure you're off to a confident start.
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We take the guesswork out of content creation:
SEO-Informed Topics: Our constantly updated library of ideas and outlines ensures your content is relevant and optimized for search engines.
Industry Expertise: Topics tailored to position you as a thought leader in financial advising.
Flexible Recording: Forget about nailing a perfect take—record naturally, and we’ll handle the rest in post-production.
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Simply upload your video, and we handle the rest:
Upload It: Use our user-friendly portal to send us your video.
Fast Turnaround: Receive a professionally edited and branded video within 24 hours.
Easy Revision Process: Use our software to leave us time-stamped notes from your phone
One-Click Download: Simply approve your video & download your file directly to your computer or phone
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We maximize the value of your video content by ensuring it’s ready for seamless distribution across your desired platforms. Our services include:
Distribution: We handle uploading your content to the platforms that matter most to your audience.
Custom Thumbnails: Eye-catching designs to boost clicks and engagement.
SEO Optimization: Keywords and descriptions tailored to improve search visibility and reach.
Social Media Clips: Shareable, attention-grabbing clips optimized for platforms like Instagram, LinkedIn, and TikTok.
Podcast Distribution: Get your podcast listed on all major platforms, including Spotify, Apple Podcasts, and more.
expertise
MARKET COMMENTARY
Enhance your communications with insightful market commentary tailored to your audience's interests.
communications
Define and distinguish your brand with concise statements that resonate with clients and stakeholders.
Podcasts
Empower your brand with custom podcasts that amplify your voice and engage your audience.
TESTIMONIALS
Build trust and credibility with professionally produced testimonials that highlight client successes.
WEBINARS
Leverage our expertise to provide webinar replays that educate and convert your target market effectively.
advertisements
Drive your sales with compelling collateral that articulates the benefits and features of your financial services.
Our Work
Choose your plan
we’ll do the first Video for free!
Perfect for: Creating weekly content such as market commentary or enhanced client communication, ensuring regular engagement with a professional touch.
Perfect for: Producing long-form content like podcasts and webinars, complemented with optimized social media clips to boost audience reach and interaction.
Perfect for: High production value projects such as website and sales collateral, shot on-site to elevate your brand’s visual impact and effectiveness.
All Plans Include
✓ Setup Consultation: Get started right with a consultation to tailor our services to your specific needs.
✓ Easy-to-Use Client Portal: Securely upload and manage your projects with tools designed for efficiency.
✓ Dedicated Project Manager: Have a single point of contact to ensure your projects run smoothly and on schedule.
✓ Mobile Upload & Review: Conveniently upload, review, and download your videos directly from your mobile device.
✓ Unlimited Revisions: Freedom to revise until every detail meets your satisfaction.
Additional services
Scripting & SEO
This package includes crafting compelling scripts that resonate with your audience and implementing robust SEO strategies to boost your content’s visibility and searchability across platforms. Optimize your video content to stand out and attract more viewers.
Features:
Professional video scripting tailored to your brand and objectives
Comprehensive SEO optimization for videos
Regular updates and optimizations based on latest SEO trends
distribution
This service ensures that your content is strategically placed across major social media platforms, YouTube, and podcast platforms. We handle everything from optimizing thumbnails to tailoring metadata, ensuring your content captures attention and engages effectively.
Features:
Optimized posting on LinkedIn, Facebook, and Instagram
YouTube content optimization including thumbnails and keywords
Podcast distribution to major platforms with enhanced metadata
EQUIPMENT & CONSULTATION
This add-on provides you with the necessary high-quality video production equipment and a detailed setup consultation to ensure you are fully equipped to produce professional-grade videos in-house.
Features:
High-quality video production equipment tailored to your needs
Personalized setup consultation to get you up and running
Professional guidance on best practices for video production
à LA CARTE services
CLIENT TESTIMONIALS
We offer full-service production, handling everything from writing questions and filming to editing high-quality testimonial videos for your website, social media, and ads.
$2,000 Virtual | $5000 On Site
BRAND VIDEO & PHOTO PACKAGE
We come to you and produce a high quality brand value statement video along with photos that can live on your website and be used in advertising.
$10,000 + travel
Contact Us
FAQs
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Why should financial advisors create video content?
Video is the preferred method of communication in today’s digital world. It’s personal, impactful, and proven to work—86% of marketers say video helps generate leads. For financial advisors, consistent, high-quality video content builds trust, showcases expertise, and transforms you into a thought leader.
Videos allow clients to see and hear you, creating a stronger connection.
They are easily shareable across social media and email, reaching a broader audience.
Search engines like Google and YouTube favor video content, helping you rank higher and get discovered.
Videos simplify complex financial topics, engaging viewers in a format they actually prefer.
At FinVidi, we make creating professional, branded videos effortless so you can stand out and grow your practice.
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At FinVidi, we prioritize fast turnaround times to keep your content calendar on track. Standard video edits are delivered within 24-48 business hours (Monday through Friday). For example, if you submit a video on Friday, you'll receive it by Monday.
If your project requires more complex editing, we'll provide an estimated delivery time and keep you updated throughout the process. Our goal is to ensure high-quality results while maintaining a fast and reliable workflow.
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Your first week with FinVidi is all about getting you set up for success:
Setup Call: We help you install your equipment, optimize your space, and walk you through the recording process.
Custom Branding: Receive branded graphics and music for a consistent, professional look.
By the end of the first week, you’ll be ready to confidently record and upload your first videos.
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We make it easy. You’ll upload your videos using our secure, user-friendly portal, accessible from any device. You may also email us your video if you prefer that method.