Explainer Videos for Financial Advisors
Money topics make people nervous. A short drawing that explains how you work, how you get paid and what the first meeting looks like can lower that wall.
What we'd explain for Financial Advisors and Insurance Agencies
- How you work with clients. From the first meeting to the plan, shown in four or five simple steps.
- How you get paid. Fee-only, commission or flat fee, explained clearly and honestly.
- Planning for retirement. A friendly overview of the questions your clients are already asking.
- What the different types of coverage do. Turn insurance terms into pictures people can follow.
Why a short video helps
Clients choose an advisor they trust. A clear video builds that trust before the first phone call, and it works on your website, in newsletters and on LinkedIn.
How it works
You send a link to your website or a few lines about what you offer. We write a short script from your own words and send it for your OK. After you approve it, we draw it, voice it and send you widescreen and vertical files. Revisions are included.
What it costs
The Starter is $250 one time for 5 videos. Monthly plans are $250 for 8 videos, $500 for 20 videos and $1,000 for 50 videos plus a website video. Every video is up to 60 seconds. See the plans.
Questions from Financial Advisors and Insurance Agencies
Do the videos follow compliance rules?
We write from your website and facts you approve, and we don't make performance promises. Your compliance team should review any video before it's published, as with any marketing.
Which style works for financial firms?
Blueprint and Studio Ink are the usual picks. You can compare every style on our styles page.
How much does a video cost?
The Starter is $250 one time for 5 videos. Monthly plans start at $250 for 8 videos.
How long are the videos?
Up to 60 seconds each, in widescreen and vertical versions.
Other industries
Accounting and tax · Law firms · IT and security · Home services · Healthcare practices · Real estate and lending · Software
Want to see what a video for your business would look like?
Write to us with a link to your website. We'll tell you what we'd explain and which style we'd suggest.