High-Impact Video Content for Financial Professionals.
Creating video content shouldn’t be a guessing game. As a financial professional, you need videos that look great and drive client acquisition, establish credibility, and remain fully compliant with industry regulations.
Our creative team has developed their skills to create videos to solve the biggest problems that sales, marketing, and operational teams face when scaling. Expect each initiative or ongoing contract with us to be tailored to fit your needs.
Our creative team has developed their skills to create videos to solve the biggest problems that sales, marketing, and operational teams face when scaling.
Expect each initiative or ongoing contract with us to be tailored to fit your needs.
Our priority is getting your story told as quickly as possible without jeopardizing quality. Our in-house systems allow for consistent congruency when handling a project. Because our processes are optimized for a streamlined workflow throughout all departments, we’re able to deliver projects to clients at a quick pace.
Our backend project management and post-production processes are what keeps our engine running. This allows our clients the ability to collaborate with our team in the most efficient ways possible to ensure deadlines are met and budgets are NOT exceeded. Our management team is built on clear communication, organizational skills, and a high problem solving acumen.
Our goal is for you to always feel at peace. Our 24/7 support team can be reached regardless of state, country, or time zone. If you have a question or concern, we will always be a message away.
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Common Questions.
Don’t Worry. We’re Here to Help You Out!
We specialize in compliant, analyst-backed video content for financial professionals. This includes:
- Market Insight & Trend Analysis Videos – Position yourself as a thought leader with timely, data-driven insights.
- Client Acquisition & Sales Videos – Convert prospects into clients with strategic messaging.
- Explainer & Educational Videos – Simplify complex financial concepts while staying SEC and FINRA compliant.
- Operational & Internal Training Videos – Streamline onboarding and compliance training.
No. Our team of financial analysts and content strategists handles scripting for you. We use real market data to craft compelling narratives that resonate with your audience while adhering to compliance guidelines.
How quickly can you get my video made?
Turnaround depends on the scope, but typically:
- Short-form social content: 7-10 days
- Long-form YouTube videos: 10-14 days
- High-production evergreen content: 2-3 weeks
We balance speed with precision to ensure compliance, engagement, and SEO optimization.
Not necessarily. If you’re comfortable, we provide on-camera coaching. If not, we offer:
-Voiceover with engaging visuals
-Animated explainer content
-Graphical overlays with stock footage
We integrate compliance reviews into every step of production, including:
-Pre-screening scripts with SEC & FINRA guidelines in mind.
-AI-powered compliance tools (Hadrius integration for automated checks).
-Final review processes ensuring compliance without sacrificing engagement.
Yes, we have clients that set up their own productions and we just handle post production.
No. We do not post or manage our clients social media accounts, media platforms or websites. We can refer you to trusted partners that handle scheduling, posting, updating. Read this to see how we integrate with social teams to maximize your content strategy.
Absolutely. We travel outside of California often for clients.
We do not. We are keen on working with clients who are making around $500,000 a year as a business or brand. This is because using media strategies to solve problems can be a significant investment. We work with clients who already have an established product or service and have clear-cut goals.
Yes! We structure content to avoid promissory language while keeping it educational and valuable. Compliance does not mean boring—it just means strategic messaging.
- YouTube & LinkedIn – Thought leadership & SEO-friendly content.
- Instagram & TikTok – Short-form educational content for younger investors.
- Email & Website – Client nurturing and trust-building.
Absolutely. Our funnel-based video strategy helps you:
-Capture attention with engaging content.
-Build trust through educational storytelling.
-Convert leads with compelling calls to action.
-Market updates & trend analysis – Timely, high-engagement content.
-Case studies & real-world scenarios – Turning past successes into persuasive content.
-Financial myth-busting – Simplifying complex concepts for potential clients.
We use:
-Financial Analysts to track financial trends.
-SEO analysis to rank for high-traffic keywords.
-Your unique brand positioning differentiates you from competitors.
We integrate seamlessly by providing the following:
✔️ Done-with-you content while your team handles distribution.
Yes, we offer editing and optimization services.
No. We work exclusively with serious financial professionals who:
-Manage at least $50M AUM OR generate $250K+ in annual commissions.
-Understand the value of digital content in modern financial services.
-Are open to video marketing as a long-term strategy.
Yes! We work with advisors and firms nationwide, leveraging remote production solutions.
Yes, we can handle publishing, SEO, and distribution strategy, ensuring maximum visibility. This is available in out Compliant Content Packages.