Advisor Blog

Font size: +

The Best Advisor Videos In The Financial Services Industry

Advisor videos we're offering are totally different from anything else in the industry. Look at the 35-second video below, which is one of the 15 new FINRA-reviewed videos made available recently.

Making a video is hard, time-consuming and can be expensive. I've seen advisors more than once who are smart, articulate, and animated get in front of a camera and freeze.

Being your own spokesperson is not for everyone, especially if you're a little overweight, would prefer to avoid public speaking, or don't have a budget to hire a camera crew to come into your office with lighting, video, and audio equipment and later edit the footage they record into compliant sound bytes investors will want to see.

Then there is the content. What are you going to say? It took me years to learn that all videos need scripts, even if you know your material inside out. And how do you avoid saying something regulators won't like? Even more difficult, is regularly producing content that is accurate, entertaining, and valuable enough that smart, wealthy individuals will want to view it. Most "canned" advisor videos tell investors things they already know or don't care about. 

Advisor Products now has a solution that solves  all of those problems. That's not hype. It's been in the works for months and we've nailed it now. It is great!

Content comes from my longtime friends and sources as a financial reporter, including tax-genius Bob Keebler, MPT-whiz Craig Israelsen, and economist Fritz Meyer. There are other contributors, like Sheryl Rowling, Shehriyar Antia, and other speakers at webinars on Advisors4Advisors, a continuing education website I run for professionals with a CFP, CIMA, CPA, ChFC, CLU, EA, CFA or other designation. The content is news and we produce new videos regularly.

You read a script we show you in the browser-based app to create your video. In a week or two, we are going to start auto-posting the videos to your YouTube Channel and to an email newsletter you can send to clients and prospects. For $79 a month you get a subscription to Constant Contact for up to 1000 contacts. Just upload your list and send the video we post to your account, and use the email system analytics to see how many people viewed your video and exactly who they are. If you have an Advisor Products marketing website, you can send it to up to 2500 contacts.

Let me know what you think.


AdvisorVault Client Portal Content Widget
Advisor Marketing Video Addresses Bubble Fears

Related Posts




How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.