Video has been—and let’s be honest, still is—all the rage in 2025, 2024, 2023, 2022, and, well, you get it.
The point is, it's not going anywhere.
The challenge lies in creating quality, effective videos that help your prospects navigate the wealth industry—and ultimately guide them right to your front door.
This challenge isn't one that you're facing alone. In countless Free Assessments I've taken with financial advisors, video proves to be one of the biggest struggles.
The three most common pain points I hear about are video staging and setup, filming and editing, and developing a solid video marketing strategy.
My goal is to simplify these challenges by addressing each one holistically. I’ll share best practices I’ve learned and studied from the marketing industry to help you create videos that resonate with your audience, elevate your brand, and drive real results.
By focusing specifically on the needs of financial advisors and wealth management firms, I’ve seen firsthand how effective video can build trust, communicate your expertise, and set you apart in an industry where trust is everything.
The Formats of Video That Convert for Financial Advisors
There are two types of videos every financial advisor should consider filming for different reasons:
- Short-form videos (like Reels, TikToks, or YouTube Shorts) to deliver quick tips or client stories that make people feel like they know you—before they even meet you.
- Long-form videos to dive deeper into complex topics, explaining your services, or sharing client success stories.
Creating Content That Speaks to Your Niche
To help your videos resonate with your audience, you should aim to create content that speaks directly to their pain points, interests, and desires. Financial advising can feel complex to outsiders, and your prospects are often looking for clear, simple answers. They don't want to be overwhelmed by jargon or a lecture on finance—they just want solutions coming from a friendly, relatable face.
Start by focusing on the needs and concerns of your target audience. What keeps them up at night?
Is it retirement planning?
Saving for their children’s education?
Or maybe cutting down on taxes?
Once you have an idea of their concerns, create content that addresses those concerns. Make it simple, easy-to-understand, and uncluttered.
Setting Your Video Content Up for Success
Your setup will play a key role in how long viewers watch your content and whether they stick around or not.
You definitely don’t need a high-end studio, but the space you choose should align with the image you want to project. A clean, well-lit environment is important—it helps viewers stay engaged quite a bit longer. It's safe to say—and you’ve likely experienced this yourself—that the more effort put into a video, the more willing you are to watch it.
The same goes for those watching your content, regardless of if you're a financial advisor or content creator.
Eye Contact and Body Language
Everything you put out sends a subliminal message about your brand, what you value, and how you value your clients.
Be sure to look directly at the camera, or use tools like Captions.ai or Descript to adjust your gaze and create the appearance of direct eye contact. Pay a lot of attention to your body language as well; adjust your posture to appear more confident yet easygoing and approachable as it can make a huge difference in how your message is received.
The backdrop you choose should be tidy and consistent with your brand image. Aim for a neutral, non-distracting background—think bookshelves, plants, or even a simple, uncluttered wall. Use a ring light or natural light to illuminate your face evenly, avoiding harsh shadows that can make you appear less approachable.
Position your camera at eye level to avoid awkward angles. This ensures that you appear friendly and professional. Frame your shot so you’re centred and not too far away from the camera—generally, aiming for a head-and-shoulders shot will work great as a financial advisor.
Filming and Editing Tips
When it comes to filming and editing your videos, the fear of perfection can be a major roadblock. It's pretty easy to fall into this mindset of perfecting your videos and needing them to be flawless but, in reality, authenticity is often what makes prospects want to work with you. Imperfections, like a slight stumble or a casual glance off-camera, will make you feel a lot more relatable and approachable.
When you add text to your videos—whether captions or key points—make sure the speed aligns with your speaking pace. If it’s too fast, your viewers won’t be able to read it, and if it’s too slow, they might lose interest.
If you’re filming a longer video or just want to stay on track, using a teleprompter can help smooth out your delivery. There are plenty of teleprompter apps out there, pick one that works for you and test it out.
If you want an easy way to clean up your videos right from your desktop, Descript is a great option—in fact, it's what I recommend to most advisors. It's fantastic for transcription, captions, and leveraging AI to help you fix any mistakes.
If you tend to be more handy with your phone, Captions.ai could be your go-to video editor. It's a great tool that automatically generates captions, adjusts your eyes, cuts out breaks and pauses, and more!
Video Strategy: Stay Consistent
Creating a solid video strategy is all about consistency. In the financial industry, where trust is everything, showing up regularly with helpful, value-packed content helps you stand out.
A content calendar is a simple yet effective tool for organizing what you’ll post and when. While it doesn’t automatically ensure you’re covering relevant topics, it can help you plan and track them consistently. It also removes the stress of coming up with video ideas on the spot. Whether you’re posting weekly or bi-weekly, having a schedule keeps you focused and on track.
Every video should include a clear call to action (CTA). Whether it’s encouraging viewers to “Book a Free Assessment” or “Download Our Free Guide,” a strong CTA prompts visitors to do more than just scroll through your website.
A Few Quick Video Tips
To get the most out of your videos, it’s essential to add some SEO juice and optimize them for social media and YouTube. Use relevant keywords in your video titles, descriptions, and tags to improve your chances of being seen.
For social media, tailor your videos to the platforms your niche uses the most. Short-form videos work best on Instagram and TikTok, where quick, engaging clips need to grab attention instantly. On the other hand, YouTube is the ideal platform for longer, more detailed content that provides in-depth value to your audience. By optimizing your videos for these platforms, you can effectively engage viewers and broaden your reach.
If you’re comfortable creating long-form videos, you can maximize their impact by repurposing them to reach a wider audience. Break down longer videos into shorter clips that are ideal for social media or email marketing. This approach allows you to share key insights in a more digestible format, perfect for platforms like Instagram or TikTok, which thrive on quick, engaging content.
Track Engagement and Use Feedback:
Engagement is a two-way street. Once your videos are out there, it’s crucial to track engagement and pay attention to any feedback you receive. Which videos are getting the most views? Which ones have the highest engagement rates? Use any data and analytics you have to tweak and improve your video strategy. The more you learn about your audience’s preferences, the better you can tailor your content to meet their needs and keep them coming back for more.
While creating impactful videos may seem daunting, it's all about consistency, strategy, and focusing on your audience’s needs. By breaking down your content into short and long-form videos, crafting clear calls-to-action, and using editing tools, you'll create videos that resonate with your niche.
At Aryze Design, we specialize in helping financial advisors create dynamic, consistent brands that connect with their target audience. Whether you need video content, a branding strategy, or a complete website overhaul, we’re here to guide you every step of the way—let’s have a conversation today!
