Compliant Video Content for
Where storytelling meets financial analysis—our SEC and FINRA-compliant videos help elite advisors educate, engage, and earn trust at scale.
What we do.
As a high-performing advisor, your time is best spent serving clients and managing assets—not tracking market trends or producing content That’s where we come in. Platinum Peek creates analyst-driven, SEC and FINRA-compliant video content designed to position you as a trusted authority. Our work empowers you to educate your clients, deepen relationships, and attract new opportunities—without compromising your time, compliance, or credibility.
Analyst-Driven Insights
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.
Deep Financial Services Expertise
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.
Compliance-First Creativity
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.
Scalable Content Systems
Our goal is for you to always feel at peace. Our dedicated support team is here to assist you—no matter where you are in the world. If you have a question or concern, we're just a message away and committed to responding promptly.
Dedicated Support Team
Our goal is for you to always feel at peace. Our dedicated support team is here to assist you, no matter where you are in the world. If you have a question or concern, we're just a message away and committed to responding promptly.
Videos Designed to Solve Problems
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.
Award-Winning Creative Direction
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.
Competitive Turnaround
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.
Dedicated Project Management
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.
24/7 Support from Our Team to Yours
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.
Want to Work with Platinum Peek?
Book a call with us.
Please confirm you meet this criteria before booking a call
- You are a high-performing financial professional – At least $50M AUM or writing $500K+ in annual commissions on financial products.
- You understand the power of digital content – You’re actively growing your online presence or looking for a competitive edge in attracting high-net-worth clients.
- You are open to being on camera – You’re ready to create engaging, high-quality video content that positions you as an industry thought leader.
- You are ready to invest.
Common Questions.
Don’t Worry. We’re Here to Help You Out!
What types of videos do you produce?
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.
Do I need to write my own scripts?
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.
Do I have to be on camera?
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
How do you ensure my videos are SEC & FINRA compliant?
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.
Do you work with existing video content and do just editing?
Yes, we have clients that set up their own productions and we just handle post production.
Do you also post the video content for your clients?
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.
Do you work with clients outside of California?
Absolutely. We travel outside of California often for clients.
Do you work with anyone and everyone?
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.
Can I still share market insights without violating regulations?
Yes! We structure content to avoid promissory language while keeping it educational and valuable. Compliance does not mean boring—it just means strategic messaging.
What platforms should I use for my videos?
- YouTube & LinkedIn – Thought leadership & SEO-friendly content.
- Instagram & TikTok – Short-form educational content for younger investors.
- Email & Website – Client nurturing and trust-building.
Can I use video to generate leads and book more calls?
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.
What kind of financial content performs best?
-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.
How do you research video topics that will work for me?
We use:
-Financial Analysts to track financial trends.
-SEO analysis to rank for high-traffic keywords.
-Your unique brand positioning differentiates you from competitors.
What if I already have a marketing team?
We integrate seamlessly by providing the following:
✔️ Done-with-you content while your team handles distribution.
Do you work with existing video content and just do editing?
Yes, we offer editing and optimization services.
Do you work with anyone and everyone?
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.
Do you work with clients outside of California?
Yes! We work with advisors and firms nationwide, leveraging remote production solutions.
Do you also post the video content for your clients?
Yes, we can handle publishing, SEO, and distribution strategy, ensuring maximum visibility. This is available in out Compliant Content Packages.