Guide
Financial advisor video marketing: one client question a week
Updated
The easiest way to do financial advisor video marketing is one short video a week that answers a client question. You write four scripts at a time, get them approved together and film them in one morning.
In short
- Financial advisor video marketing works best as one short video a week that answers a question clients ask.
- Writing four scripts at a time means one compliance review covers a month of videos.
- The four kinds of video to rotate are client questions, news explained, how you work and common money myths.
- Post on LinkedIn first and YouTube second, and judge the videos by booked calls, not views.
- Cutroom edits a 1-minute video for 120 credits, and your first video is free.
- Video a week, answering one client question
- 1
- Scripts in one compliance review, a month of videos
- 4
- Cutroom credits for a 1-minute video
- 120
A weekly video or a produced video?
A produced video is good for your website. A weekly answer video keeps you in front of prospects and the people who refer them.
Produced video or weekly answer video
How often
- Produced video
- Once or twice a year
- Weekly answer video
- Every week
What you need
- Produced video
- A video company and a day of filming
- Weekly answer video
- A phone and a quiet room
What it shows
- Produced video
- Your office, team and brand
- Weekly answer video
- How you answer a real question
Where it goes
- Produced video
- Your website's about page
- Weekly answer video
- LinkedIn, YouTube and your email list
| Produced video | Weekly answer video | |
|---|---|---|
| How often | Once or twice a year | Every week |
| What you need | A video company and a day of filming | A phone and a quiet room |
| What it shows | Your office, team and brand | How you answer a real question |
| Where it goes | Your website's about page | LinkedIn, YouTube and your email list |
How to get videos through compliance
Many firms review public videos before they are posted. Writing scripts in batches keeps that review to once a month.
- Write full scripts, not outlines, so compliance approves exactly what you will say.
- Send four scripts in one submission, so one review covers a month of weekly videos.
- Leave out predictions and promises about returns. FINRA's rule bans performance predictions in retail communications, with narrow exceptions.
- Process, fees and general planning questions avoid most of these problems.
- Film the script as approved, and check the finished video still says the same words.
A month of videos, one review
This is a starting point, not compliance advice. Your firm's manual comes first.
Write four scripts
One question each, written as you will say it
Send them in one review
One submission covers a month
Film four videos
One morning, up to 3 minutes each
Post one a week
The approved words, unchanged
This is the whole editor
Highlight a phrase and a clip lands on those exact words. No timeline, no keyframes, no layers.
Four kinds of video for financial advisors
Each one answers a single question in under 90 seconds.
Four kinds of advisor video
| Video | What you say | Why it helps |
|---|---|---|
| Client question | A question a client asked this week, and your answer | Other people have the same question |
| News explained | What a rate decision or tax change means for your clients | It explains the news without predicting markets |
| How you work | What a first meeting involves, how you are paid and what to bring | It answers what people wonder before they book |
| Money myth | A common money belief that costs people money, and why | It shows how you think |
Video: Client question
- What you say
- A question a client asked this week, and your answer
- Why it helps
- Other people have the same question
Video: News explained
- What you say
- What a rate decision or tax change means for your clients
- Why it helps
- It explains the news without predicting markets
Video: How you work
- What you say
- What a first meeting involves, how you are paid and what to bring
- Why it helps
- It answers what people wonder before they book
Video: Money myth
- What you say
- A common money belief that costs people money, and why
- Why it helps
- It shows how you think
How to sound natural on camera
Write the script in the words you use with clients across the table.
- Read each sentence out loud. If it sounds strange said to a client, rewrite it.
- Start with the question, not your name, and introduce yourself at the end.
- Say any required disclosure clearly and at a normal speed.
- Record two or three times and keep the one that sounds most like you.
- Put the phone at eye level with a window in front of you, in a quiet room.
Where to post and what to measure
Post where your clients and the people who refer them already spend time.
- LinkedIn comes first, because your clients and referrers such as accountants and lawyers are there.
- LinkedIn plays videos muted until the viewer turns the sound on, so add captions.
- YouTube comes second. The same vertical video posts as a YouTube Short.
- Measure booked intro calls, and how many new clients say they watched your videos.
- View counts go up and down from week to week, so judge the plan on booked calls instead.
Where Cutroom fits
Cutroom edits each video for you, so a morning of filming gives you a month of finished videos.
- You upload each video, up to 3 minutes long, and a finished vertical (9:16) MP4 comes back in about a minute.
- Cutroom cuts it, adds captions timed to your voice and puts stock clips over the things you mention.
- You see every word as a transcript, so you can check it matches the approved script before you post.
- A 1-minute video costs 120 credits: 100 to edit and 20 per minute of export.
- Lite is $19.99 a month for 1,250 credits, about 10 one-minute videos, enough for a weekly video.
What one weekly video costs in credits
Edit plus export. Lite is $19.99 a month for 1,250 credits.
- Edit: transcript, first cut, clip search100 credits
- Export, one finished minute20 credits
- One finished 1-minute video120 credits
Questions people ask
- How often should a financial advisor post video?
- Once a week. It keeps you in front of prospects, and writing four scripts at a time keeps it manageable in busy months like tax season.
- Do all my videos need compliance approval?
- It depends on your firm and your registration. At a FINRA member firm, a public video usually counts as a retail communication that needs a principal's approval first. Ask your compliance team.
- What equipment does a financial advisor need for video?
- A phone at eye level, a window in front of you and a quiet room. Clear sound matters most, so close the door and turn off anything noisy.
- Can I talk about performance in my videos?
- Only with compliance approval, and never as a prediction. FINRA's rule bans predictions of performance in retail communications. Talk about process, fees and planning instead.
- Is a videographer ever worth it?
- Yes, for a brand film, an office tour or your website's about page. For a weekly answer video, a phone is enough.
- What does editing cost with Cutroom?
- A 1-minute video costs 120 credits. Your first video is free, with no card, within 7 days, and carries a Cutroom watermark. Lite is $19.99 a month for 1,250 credits, about 10 videos. Basic is $39.99 for 2,500 credits and adds avatars and generated music.
Write four scripts this week and send them for review together. Your first video is free.