For your team
Video marketing for financial advisors: short videos that answer client questions
The simplest video marketing for financial advisors is a short video answering one question clients ask. You write the script, get it approved if your firm requires it, and film it at your desk.
In short
- Video marketing for financial advisors works best as short videos of you answering one client question at a time.
- The first four videos are a fee video, a first-meeting video, a client question and a video about who you serve.
- Many firms need compliance to approve a video's script before you post it, so write the script first.
- Cutroom turns one video of you talking into a finished, captioned vertical video. Your first video is free.
- Cutroom's Lite plan is $19.99 a month, enough for about 11 videos of 30 seconds or 10 of one minute.
- Retail investors in 30 days is where FINRA's approval rule starts
- 25+
- Videos to film first
- 4
- Cutroom credits for a 1-minute video
- 120
What prospects want to see in an advisor's video
People choosing an advisor want to know how you explain things and whether you would be easy to work with. A short video of you shows both.
- A plain answer to a real client question shows how you explain money, without a sales pitch.
- Prospects want one question answered clearly, so keep each video to one topic and start with the question.
- LinkedIn videos play muted until the viewer turns the sound on, so captions carry what you say.
- Prospects are choosing a person to trust with their money, so film yourself rather than using an AI avatar.
Four videos every advisor can make
These four answer what a prospect wants to know before the first meeting.
Four videos every advisor can make
| Video | What it covers |
|---|---|
| Fee video | What you charge and how you are paid, in plain words |
| First-meeting video | What happens in the first meeting, what to bring and what happens next |
| Client question | One question a client asked this week, answered plainly |
| Who you serve | The kind of clients you work with, and who you refer elsewhere |
Video: Fee video
- What it covers
- What you charge and how you are paid, in plain words
Video: First-meeting video
- What it covers
- What happens in the first meeting, what to bring and what happens next
Video: Client question
- What it covers
- One question a client asked this week, answered plainly
Video: Who you serve
- What it covers
- The kind of clients you work with, and who you refer elsewhere
This is the whole editor
Highlight a phrase and a clip lands on those exact words. No timeline, no keyframes, no layers.
The compliance rules to check first
A public video is marketing, so the same rules apply as for your website. This is a starting checklist, not legal advice, and your firm's compliance manual comes first.
- In the US, FINRA counts anything shown to more than 25 retail investors within 30 days as a retail communication.
- A FINRA retail communication needs a principal's approval before you post it, and your firm must keep a copy.
- Registered investment advisers follow the SEC marketing rule, which has allowed client testimonials with the required disclosures since November 4, 2022.
- In the UK, the FCA requires financial promotions to be fair, clear and not misleading.
- Never promise returns or predict markets, and leave performance numbers out unless compliance has approved them.
From script to posted video
Write the script
Word for word, as you will say it
Get it approved
By your firm's compliance team, if required
Film it
At your desk, one question per video
Check and post
Make sure the words match the approved script
Where to post and how often
Post on LinkedIn first, because clients and the people who refer them are there. Then post the same video as a YouTube Short.
- LinkedIn takes videos of up to 15 minutes in any shape from 1:2.4 to 2.4:1, which includes vertical 9:16.
- YouTube Shorts can also show up when people search YouTube for a money question.
- One answer video a week keeps your profile up to date.
- Post only from accounts your firm has approved, and archive posts with your firm's own tools.
Tools for advisors' videos
Descript and Cutroom edit a video of you. HeyGen makes a video with an AI presenter instead.
- Descript suits advisors who record webinars or podcasts. You edit the recording by editing its transcript.
- HeyGen makes videos with an AI presenter from a script, a PDF or slides, in many languages.
- Cutroom suits an advisor who films a short scripted answer and wants the editing done.
Three ways to make an advisor video
Prices as each company publishes them on the day shown. Plans change, so check before you buy.
| Tool | Best for | Editing approach | Platform | Pricing from |
|---|---|---|---|---|
| Editing webinars and long recordings as text | You edit the transcript, and the video is cut to match | Web, Mac, Windows | Free plan (watermark); Hobbyist $16/person/month, yearly ($24 monthly) | |
 HeyGen | Explainer videos with an AI presenter | You give it a script, a PDF or slides, and it makes a video with an AI presenter | Web, mobile app, API | Free plan; Creator $24/month, yearly ($29 monthly) |
| Cutroom | Turning your approved script, filmed at your desk, into a captioned video | You upload your video, and it adds captions, stock clips and a short headline | Web | First video free; Lite $19.99/month |
Descript
- Best for
- Editing webinars and long recordings as text
- Approach
- You edit the transcript, and the video is cut to match
- Platform
- Web, Mac, Windows
- Pricing from
- Free plan (watermark); Hobbyist $16/person/month, yearly ($24 monthly)
- HeyGen
- Best for
- Explainer videos with an AI presenter
- Approach
- You give it a script, a PDF or slides, and it makes a video with an AI presenter
- Platform
- Web, mobile app, API
- Pricing from
- Free plan; Creator $24/month, yearly ($29 monthly)
Cutroom
- Best for
- Turning your approved script, filmed at your desk, into a captioned video
- Approach
- You upload your video, and it adds captions, stock clips and a short headline
- Platform
- Web
- Pricing from
- First video free; Lite $19.99/month
Prices and plans read from each vendor's own pricing page on 21 September 2026.
Where Cutroom fits
Cutroom edits a video of you talking, and you can check every word as text before you post it.
A 1-minute video costs 120 credits: 100 to edit and 20 per minute of export. A 30-second video costs 110.
- You upload one clip of yourself reading your approved script, up to 3 minutes long.
- Cutroom cuts it, adds captions timed to your voice and puts stock clips over the things you mention.
- You see the whole video as a transcript, so you can check it says exactly what compliance approved.
- If Cutroom mishears a word, you fix it in the transcript and the captions follow.
- You export a vertical (9:16) MP4 at 1080 x 1920 pixels for LinkedIn and YouTube Shorts.
- Cutroom does not approve or archive anything. That stays with your firm.
Cutroom plans
| Plan | Price | Credits | What you get |
|---|---|---|---|
| First video | Free, no card | 600, for one video | 7 days to make it; a Cutroom watermark across the middle |
| Lite | $19.99 a month | 1,250 | About 10 one-minute videos, or 11 of 30 seconds; no watermark |
| Basic | $39.99 a month | 2,500 | About 20 one-minute videos, plus avatars and generated music |
| Premium | $79.99 a month | 5,000 | About 41 one-minute videos, with avatars and generated music |
Plan: First video
- Price
- Free, no card
- Credits
- 600, for one video
- What you get
- 7 days to make it; a Cutroom watermark across the middle
Plan: Lite
- Price
- $19.99 a month
- Credits
- 1,250
- What you get
- About 10 one-minute videos, or 11 of 30 seconds; no watermark
Plan: Basic
- Price
- $39.99 a month
- Credits
- 2,500
- What you get
- About 20 one-minute videos, plus avatars and generated music
Plan: Premium
- Price
- $79.99 a month
- Credits
- 5,000
- What you get
- About 41 one-minute videos, with avatars and generated music
Questions people ask
- Does a financial advisor's video need compliance approval?
- Often, yes. At a FINRA member firm, a video shown to more than 25 retail investors within 30 days needs a principal's approval before you post it. Ask your compliance team what applies to you. If your firm does not allow public video at all, ask whether a video for existing clients only is allowed instead.
- Can I use client testimonials in my videos?
- Only with your compliance team's approval. In the US, the SEC marketing rule has allowed testimonials for registered investment advisers since November 4, 2022, with required disclosures. FINRA firms and UK firms have their own rules.
- How long should an advisor's video be?
- Between 60 and 90 seconds, with one question per video. A short script is also quicker for compliance to review.
- Do I have to be on camera?
- No, but prospects choosing an advisor want to see the real person. On Cutroom's Basic plan, $39.99 a month, an avatar made from a photo of you can present your script, at 350 credits a minute plus 70 a minute for a generated voice.
- Can Cutroom cut my webinar into clips?
- No. Cutroom takes clips of up to 3 minutes, so it cannot cut a 45-minute webinar. Descript can, and you edit the recording by editing its transcript.
- Does Cutroom archive videos for compliance?
- No. It edits the video and gives you the MP4. Approval, archiving and record keeping stay with your firm's own tools.
- Is Cutroom free?
- Your first video is free, with no card, and you have 7 days to make it. It carries a Cutroom watermark across the middle. Lite at $19.99 a month removes it and covers about 11 videos of 30 seconds.
Write the script for your fee video, get it approved and film it at your desk. Your first video is free.
Try for freeYour first video is free, no card, and you have 7 days to make it. It carries a Cutroom mark; Lite at $19.99/month removes it