Build client trust, simplify complex financial concepts, and generate qualified leads through educational video content that positions your firm as a trusted authority.
SEC, FINRA, and state regulations make most firms afraid to publish video. You need a partner who understands compliance boundaries and can create content that educates without crossing regulatory lines.
Financial scams and misinformation erode consumer trust online. Without a professional YouTube presence, you lose credibility to unlicensed influencers who dominate search results with unvetted financial advice.
Insurance, investments, and wealth planning are hard to explain in text. Video simplifies complex financial concepts and builds the personal connection clients need to commit their assets to your firm.
We analyze your current video presence, competitor channels in your financial niche, regulatory landscape, and audience research to identify the highest-value content opportunities for your firm.
We build a content calendar around financial education topics that drive consultations, with SEC and FINRA-aware workflows built into every step. Every script includes proper disclaimers and disclosures.
Our team handles professional talking head videos, data visualizations, market commentary graphics, thumbnail design, and full YouTube SEO. We create content that ranks for the financial topics your prospects search for.
Monthly analytics reporting tied to business outcomes: consultation bookings, AUM inquiries, client conversions. We continuously refine your strategy based on what drives real financial services business results.
Market commentary, investment explainers, retirement planning guides, and wealth management insights that educate prospects and position your firm as a trusted authority in your financial niche.
SEC and FINRA-aware publishing workflows with proper disclaimers, fair balance requirements, and documentation trails. Every piece of content goes through your compliance team before it goes live.
Professional case study videos that build trust and showcase real client outcomes. We handle filming, editing, and compliance review to create testimonials that convert prospects into clients.
Optimization targeting the advisory, planning, and investment searches your prospects use. We help you rank above unvetted financial influencers and competing firms in your market.
Trustworthy, authoritative thumbnail visuals that convey financial expertise while maintaining high click-through rates. A/B tested to find what resonates with investors and financial decision-makers.
Monthly reports connecting YouTube performance to real business metrics: consultation bookings, AUM inquiries, client conversions, and revenue attribution from video content.
Book a free 30-minute strategy call. We will audit your channel and create a custom growth plan for your financial services firm.