Your Expertise. On Video.
Advisor videos, scripted, edited and finished in your voice.
Ready for compliance. Ready for every screen.
Advisor Video Production
People watch before they read. Video is the most direct way to share your thought leadership.
A video in an email, on your website, in a LinkedIn feed or on YouTube does what a page of text rarely can. It lets someone hear how you think, see how you explain, and decide they trust you before you ever meet. We research it, write it, design it, and produce it. You put your name on it.
You already have the expertise and the way of explaining things your clients value. Our video production for advisors carries that to the people who haven’t met you yet. We shape the message with you, you record on your own time, and we turn the raw footage into finished, branded, captioned videos with a clear next step, packaged for your dealer’s compliance review.
See it Live
Here are sample videos we created that are built the way we would build yours: an advisor on camera, an animated explainer, and the short videos that carry them to every channel. Press play.
ADVISOR VIDEO: English (16:9)
What did you keep? Recorded at home on a webcam, then edited, captioned and finished by us, in English and in French.
ADVISOR VIDEO: French (16:9)
Speak in French. These videos can have voiceovers in French, AI or senior Québec language translation for captions and more.
ANIMATED EXPLAINER (16:9)
What working with us looks like. Walks prospects through how you work before the first meeting, in your voice.
ADVISOR SHORTS: (9:16)
The same advisor, cut for Shorts and Reels. Perfect for YouTube and Meta.
SOCIAL GRAPH: no sound (9:16)
The cost of waiting. One number that sticks, told in 14 seconds.
SOCIAL GRAPH: with sound (9:16)
Your retirement milestones. Five ages every client should plan around.
ANIMATED EXPLAINER, FEED (4x5):
What working with us looks like, revised layout for the feed with the headline on top.
SOCIAL GRAPH, FEED (4x5):
The cost of waiting, revised layout made to stop the scroll.
SOCIAL GRAPH, FEED (4x5):
Your retirement milestones, one age at a time. revised layout made to stop the scroll.
How We Build it
Phase 1: Strategy and script
Phase 2: You record
Phase 3: Edit and finish
The Path to Video
Advisors use video in different ways. Some want to show up every month with a short, useful message. Some want a YouTube channel clients come back to. Firms want several advisors on camera with one consistent brand. Every plan starts with a 3-month commitment and includes your video brand kit.
Video Essentials
SHOW UP EVERY MONTH:
Short, useful videos that keep you present with clients and prospects, month after month.
IDEAL FOR:
Individual advisors starting with video, or keeping a steady presence.
WHAT YOU GET:
- ·2 short videos a month, 60 to 90 seconds
- ·Script and call-to-action outline
- ·Branded finish with English captions
- 16:9 for YouTube and your website, 9:16 for Reels and Shorts
- Compliance end card and submission package
- Video brand kit included
COMMITMENT: 3 months
Video Channel
BUILD A CHANNEL CLIENTS WATCH:
One in-depth video a month that answers a real client question, cut into Shorts and supported by short videos, with your YouTube channel looked after.
IDEAL FOR:
Established practices and teams ready to grow on YouTube.
WHAT YOU GET:
- ··1 long-form YouTube video a month, 8 to 15 minutes
- 4 Shorts cut from each long-form video
- 2 short videos a month
- YouTube upload, titles, descriptions and thumbnails
- Monthly planning call
- Everything in Video Essentials, including your video brand kit
COMMITMENT: 3 months
Video Firm
MULTIPLE ADVISORS, ONE BRAND:
Several advisors on camera, each in their own voice, held to one brand and one compliance standard.
IDEAL FOR:
Multi-advisor firms and branches.
WHAT YOU GET:
- 2 long-form videos a month, recorded by different advisors
- 8 Shorts a month
- YouTube upload and setup
- Monthly planning and quarterly reporting
- Everything in Video Channel, including your video brand kit
COMMITMENT: 3 months
Video Explainer
SHOW HOW YOU WORK:
An animated explainer that makes your process, a new service or a complex idea easy to understand for your clients in under two minutes.
IDEAL FOR:
Any advisor or firm launching, rebranding or explaining how they work.
WHAT YOU GET:
- One animated explainer, 60 to 120 seconds
- Script, storyboard and art direction
- Professional voiceover, music and sound
- 4:5 and 9:16 social versions
- ·Two review rounds
TIMING: 2-3 weeks
Add-ons
Videos are recorded and captioned in English. French versions are added as translated captions over your English audio. These are other services that can be added on as well. *Additional fees will apply.
- French captions and French on-screen text
- Review of French captions by a French speaker*
- Single videos for advisors not on a plan*
- Additional videos within your plan*
- ·Rush delivery*
Why video, why now
Here are some stats on video behaviours of consumers from Wyzowl, State of Video Marketing 2026
Video puts a face and voice to your expertise, helping people understand your approach and build trust before the first conversation. Across your website, email and social channels, it reinforces your brand message and helps turn awareness into meaningful engagement.
63%
of people say a short video is how they would most like to learn about a product or service.
85%
of people have been convinced to buy a product or service by watching a video.
93%
·of video marketers say video has helped people understand their product or service.
“People will actually say to me, they chose to work with me because they saw a video.”
Steve Bridge, CFP, Money Coaches Canada | Canada
One recording. Every channel.
A video is never just a video:
- In email. A video in your newsletter or a follow-up note gives clients a reason to open, and a face to go with your name.
- On your website. Visitors meet you before they book. By the first meeting, they already know how you think.
- On social. Vertical versions sized for LinkedIn, Instagram and Facebook keep you present in the feeds your clients scroll every day.
- On YouTube. Every long-form video becomes a lasting answer that people searching for advice can find, month after month.
- Every video asks for the next step. Each one ends with a clear call to action, planned at the script stage, so viewers know what to do next.
- Captions as standard. Your message lands whether the sound is on or off.
- Compliance built in. Every video is built for review: a transcript, submission notes, and an end card carrying the disclosure your dealer requires. Your approved call-to-action wording is set once and reused, so each review moves faster.
From video to a full program
Video works hardest alongside the rest of your marketing. Every video plan is a natural step into the Advisor Integrated Marketing program.
- Video Essentials → AIM Starter or Foundation
- ·Video Channel → AIM Growth
- ·Video Firm → AIM Market Leader, with monthly long-form video and Shorts alongside your full content program
Start with video. When you’re ready, we bring your social, newsletters and website into the same rhythm.
*Disclaimer: All projections (leads, conversion rates, ROI) are illustrative and not guaranteed; results will vary based on dealer approval, compliance requirements, audience, budget, and market conditions. Ad budgets, technology platform expenses and print deliverables are estimates and not included in fees.
Compliance Note: All activity is subject to dealer review and approval under CIRO DC Rule 3600. Email and SMS follow CASL requirements for consent, identification, and unsubscribe. †Bilingual pricing reflects additional translation, compliance review, and quality assurance costs.
READY TO START SHARING VIDEOS?
Book a consultation and we will show you exactly what your videos could look like. We will cover your goals, your practice, the videos you want to make, your dealer requirements and your investment options. Have questions first? Our Video Marketing FAQs cover plans and commitment, what is included and what costs extra, French versions, and how video fits with AIM.
You decide if it is the right fit.