Financial Advisors
&
Investment Firms
In Uncertain Times, People Follow Clear Communicators Video helps you become the voice of calm and clarity that clients need—especially when markets are rocky.
Financial advisors who regularly use video report a 2x increase in lead conversion and a 50% improvement in client retention.
Why Advisors & Investors Should Use Video
80% of clients say they prefer working with advisors they feel they “know.” Video fast-tracks familiarity.
Email open rates increase by 19% when video is mentioned—and click-throughs rise 65%.
Your competitors are silent—or worse, vague. Stand out by showing up.
What You Can Communicate with Video
✅ Thought leadership and market updates
✅ A calm, consistent presence
✅ Stories of success, resilience, and growth
Starter Video Types for Advisors & Investors
Founder/Advisor Mission Story Establish trust by sharing your “why.”
Explainer Videos on Services or Strategies Break down complex offerings in easy-to-understand terms.
Ongoing Market Update Clips Short, timely content to stay top of mind with your clients.
Why Now?
Uncertainty drives people toward safety—and visible experts are seen as more trustworthy. Video doesn’t just build your brand, it reassures your clients.