Short educational videos, without the prep.
We write the scripts. Your advisors record in a simple online studio we provide. We edit, caption, and publish.
An example of how the work flows. Platforms vary by firm.
Helpful videos with very little advisor time.
- Scripts written for you
- A mix of timeless planning topics and current events
- Recording in a simple online studio we provide
- Editing and captions
- Your firm's branding
- Publishing to firm and advisor social pages
- Easy to rotate between several advisors
From first call to up and running.
1Scripts
We write scripts, and your team chooses the ones it likes.
2Record
Your team records in a simple online studio we provide.
3Edit and approve
We edit the video and submit it to your compliance team.
4Post
It goes out on every firm and advisor social page.
What it does for your firm.
Stay visible without a podcast
Short videos keep your firm in front of clients and prospects.
Little prep for advisors
The script is ready, so recording is quick.
Timely and timeless
Planning topics that stay useful, plus current events while they matter.
Common questions.
Do we need a podcast?
No. Educational videos are made for firms that don't have one.
How do advisors record?
They open a link to a simple online studio we provide and record right there.
Who writes the scripts?
We do. Scripts mix timeless planning topics with current events.
Can more than one advisor take part?
Yes. It's easy to rotate between several advisors.
Other ways we help with marketing.
Let's plan your firm's content.
Tell us about your firm and your goals. We'll show you what we'd produce.
Book a marketing call