Embrace video with expert guidance.
Record with a Live Director
Real-Time Feedback
Your live director will offer timely advice so you sound your best— helping you speak with confidence, clarity, and the right inflection.
Batch Recordings
Maximize each session by recording multiple videos. With the camera and lighting set up, it's an ideal time to capture more content.
Multi-Presenter
Collaborate with guests from anywhere in the world with our virtual studio. This is perfect for interviews, co-presenting, or testimonials.
Lighting & Background Advice
Open those blinds. Reposition that plant. Turn up that light. The little things make a difference and we’re happy to lend our advice.
Teleprompter Control
A Live Director will run the teleprompter to perfect the font size and timing. Our AI solution ensures that you don’t look like you’re reading.
Technical Adjustments
Focus solely on the delivery while your Live Director controls the recording, camera, and microphone settings.
Leverage our Scripts
Keep your series buzzing using scripts built for financial advisor videos. We have a library of scripts available and send you two new scripts per month on a variety of personal finance topics. We can even custom-write scripts for you, helping you showcase your differentiators, processes, and target market. Some of the more popular scripts include:
5 Estate Planning Considerations
When Adult Children Move Back Home
Defining Your Money Values
Should I Pay Off My Mortgage?
Keep Politics Out of Your Portfolio
Having the Money Talk with Aging Parents
Social Media’s Impact on Your Money
Following the Financial Heard
Things You Didn’t Know About 529s
Investing 101: Compound Interest
Why We Worry About Money
The Value of Financial Advice
Do You Need a Family Financial Summit?
The Never-Ending Pursuit of Money
How a Financial Advisor Can Lower Your Tax Bill
Protecting Seniors from Elder Abuse
Leveraging AI as a Small Business
Retirees, What’s Your Withdrawal Strategy?
Let Us Handle the Editing
Cut and Color
We want you to look good! Our cuts are for tightening up your talking points; our color grading to help your exposure and skin tones.
Graphic Overlays
We drop in some snazzy graphics that showcase your series title, your name, your logo, or any other callouts that fit your video style.
Background Music
We add in background music to help set the mood in your financial advisor video. Whether it’s upbeat, silly, or serious, we’ll help you get it just right.
Dynamic Captions
We add eye-catching, animated captions that sync perfectly with your speech, keeping your audience engaged.
Modern Review Tools
Experience a seamless review platform, allowing you to request edits and refinements with time-stamped comments directly on your video.
AI Eye Contact Correction
Our AI eye contact correction subtly adjusts your gaze, ensuring you appear focused on your viewers, even when using a teleprompter.
Let's discuss adding video to your practice.
 
- Videos Per Month
- Video Shorts
- Equipment Recommendations
- Test Footage Review
- Custom Video Branding
- Script Library Access
- Custom Video Thumbnails
- Dynamic Video Captioning
- AI Eye Contact Correction
- Live Director for Recording Sessions
- Video Hosting
- Multiple Camera Angles
- Custom Script Writing
Standard
- 2 Video Per Month
- 0 Video Shorts
- Equipment Recommendations
- Test Footage Review
- Custom Video Branding
- Equipment Recommendations
Plus
- 2 Video Per Month
- 0 Video Shorts
- Equipment Recommendations
- Test Footage Review
- Custom Video Branding
- Script Library Access
- Custom Video Thumbnails
- Dynamic Video Captioning
- AI Eye Contact Correction
- Live Director
Premium
- 2 Video Per Month
- 2 Video Shorts
- Equipment Recommendations
- Test Footage Review
- Custom Video Branding
- Script Library Access
- Custom Video Thumbnails
- Dynamic Video Captioning
- AI Eye Contact Correction
- Live Director
- Video Hosting
- Multiple Camera Angles
- Custom Script Writing
Enterprise
Our video solutions enables large enterprises to embrace video for their financial advisors, integrating corporate branding, script pre-approval, and streamlined compliance workflows. Our training tutorials, hosting services, and video sharing options provide the total package for doing video properly.
FAQs
Frequently Asked Questions about the Financial Advisor Video Program
Features
Why should financial advisors create video content?
As a financial advisor, incorporating video into your marketing strategy can help you reach and engage with your target audience in a more personal and effective way. Here are a few reasons why:
- A well-crafted video can showcase the advisor’s expertise, personality, and approach, helping to build trust and establish a connection with potential clients.
- Videos can be easily shared on social media and other platforms, making it easy for financial advisors to reach a large audience.
- Video has a much higher engagement rate compared to other forms of content. When people watch a video, they are more likely to watch it until the end, which means they will retain more information about your brand.
- Google and other search engines favor video content, so incorporating video into your marketing strategy can help you rank higher in search results.
Overall, incorporating financial advisor video is a must. It can help you reach and engage with your target audience, build trust, increase accessibility and engagement, and improve your search engine optimization.
What are the best financial advisor videos like?
The best financial advisor videos typically have certain characteristics, such as:
- Engaging content: Your video should provide useful information and touch on topics that help educate your audience on subjects such as different financial concepts, market updates, and retirement planning strategies.
- Professional-Grade quality: To have the best financial advisor video content, you must ensure your videos are well-produced and professionally edited, with high-quality images, sound, and lighting.
- Branding: You must ensure that your video is easily recognizable as yours by including your logo, contact information, and other branding elements.
- Maintain Eye Contact: When shooting your financial advisor video content, don’t be afraid to look directly into the camera. This will make it feel as though you are speaking directly to your audience and help build trust and connection.
- Call-to-Action: Be sure to include a clear call-to-action at the end of your video, such as a request to contact you for a consultation, in order to encourage potential clients to take action.
- Short and Concise: In a world of narrowing attention spans, you need to make sure your video content is short and sweet – usually around 2-3 minutes.
- Optimized for SEO: Your financial advisor video should be optimized for SEO, with relevant keywords in the title, description, tags, and embedded in your website.
- Mobile-friendly: Most of us view content on our phones than any other device. Always make sure your video not only looks good on a computer, but also on your phone.
Ultimately, the best financial advisor videos are the ones that provide useful information, are well-produced, and include your own personal touch.
What is a custom thumbnail?
Thumbnails play a crucial role in the success of financial advisor videos as they are often the first thing that a viewer sees when searching for content online. A well-designed thumbnail can instantly grab a prospect’s attention, entice them to click on the video, and increase the video’s click-through rate.
Thumbnail images should be eye-catching, relevant to the video’s content, and provide a clear representation of what the video is about. In other words, thumbnails serve as a visual marketing tool and can make or break the success of a financial advisor video, making it crucial for video creators to put effort into creating effective thumbnails.
What is dynamic captioning?
Captioning is the process of adding written text to a video in order to provide a transcript of the spoken audio. This text is usually displayed at the bottom of the video and synced with the audio. Dynamic captioning takes it a step further, with captions appearing in sync to the video’s content, highlighting key moments by changing style, size, or using animation. This also makes your financial advisor video content accessible to viewers who are deaf, hard of hearing, or who simply prefer to read rather than listen.
What is a video snippet?
Video snippets are short, vertical video clips that are typically 15-30 seconds in length. They are taken from your full length film and can be used in social media posts such as reels, stories, and shorts.
Vertical videos tend to get more views and engagement compared to horizontal videos on social media platforms because they take up more screen real estate on mobile devices and are more visually engaging and attention-grabbing.
Video snippets are a great way to promote your financial advisor video on social media and engage with your audience. They can help to generate interest and drive traffic to your full length film, and they are an effective way to showcase your content in a shorter format.
How does the filming process work?
We try to make filming as simple as humanly possible. You’ll do your filming in our virtual studio with the help of a Live Director. To maximize your time, we film multiple videos in one setting. Here’s how the process works:
- Oechsli will schedule your recording session in advance and send you a link to join.
- We’ll preload your teleprompter with an approved script.
- We’ll give you advice on lighting and background, then start the recording.
- You’ll read through your scripts while we offer guidance on your delivery and inflection.
- We’ll give your recordings a professional polish and send you the final versions.
What type of scripting do you provide?
Oechsli scripting is meant to make financial advisor videos simple. We prepare topics that are meant to be evergreen, not market commentary that’s outdated by the time it’s posted. We have a library of these scripts and produce two new and timely scripts each month. If you’re part of our Premium package, we’ll even custom write your scripts, helping you deliver the right message for your target audience.
Subscription
What does the down payment cover?
The down payment covers the planning and coaching time with us and the buildout of your video template (intro, callouts, etc.). All you need for the best financial advisor videos!
What is the cost for extra time on a video?
Each final exported video has a maximum length of 5 minutes. If a video exceeds this length, we charge an additional $150 for every 5 minute increment.
Support
How long can my videos be?
Our max video length is five minutes.
How many revisions are included?
We include one revision of each video at no additional cost. Additional revisions will need to be priced separately.
How do your equipment recommendations work?
How will I send Oechsli my videos?
When you film using our software, whether using our live director or on your own, it automatically uploads from your phone or computer to our servers. There is no need for time-consuming file transfers.
What if I want a studio-quality production?
That’s why we offer Oechsli Studios!
We’ll come to your office (or you can come to ours) for pristine homepage footage, promotional videos, or other content that’s going to get a lot of eyeballs.
What is the turn around time for my films?
We aim for a 48 hr turn around time for each of your films. If you submit multiple videos in the same day, our goal is to have the first back to you in 48 hours.
When should I submit films?
If you’re recording films on your own, you can submit them to us at any time during the month. However, please be aware that if you submit a video to us within the last 4 days of the month, the turnaround time may be delayed by an additional 48 hours. This is due to the increased volume of submissions that we receive at the end of the month. To avoid any delays and to craft the best financial advisor video content, we recommend that you submit your videos to us as early as possible.
How should I set-up to shoot a video?
When you are setting up to shoot a financial advisor video, there are several key elements to consider, such as:
- Location: Choose a location that is appropriate for the video and that is well-lit. You should find a space that is quiet, but also visually appealing and consistent with your brand.
- Equipment: Gather all the necessary equipment to film, such as a high-definition camera, lighting, and audio equipment. Make sure that the equipment is in good working order and that you know how ot use it properly.
- Lighting: Set up the lighting for the location you choose to film. Test it to make sure there are no harsh shadows or reflections while the person on camer is speaking.
- Sound: Test the sound quality and make sure there is no background noise or echo.
- Camera placement: Position the camera at a good angle, considering the lighting, background, and the person speaking. Make sure you film a test shot to see if it looks alright.
- Rehearse: Do a run-through of your script to make sure that the pacing and delivery are good and that the video flows smoothly.
By considering all these elements, you’re on your way to an excellent financial advisor video.
What can I expect with Custom Script Writing?
If you’re part of our Premium offering, we’re happy to write custom scripts for you. Perhaps you want to introduce a key team member or have a specific message for a niche market. We’re happy to lend a hand. You can request up to two scripts per month, each fewer than 200 words, and receive one round of revisions.
What is a Live Director?
A Live Director is an Oechsli Video Specialist who organizes and directs filming sessions in our virtual studio. They help you get the lighting and background just right, they control the recording and teleprompter, and they are happy to provide coaching on your delivery.
How does AI Eye Contact Correction work?
AI eye contact correction works by using machine learning to detect your eyes in a video and digitally adjust your gaze to simulate direct eye contact with the camera. Essentially, it makes you look like you’re not reading from a teleprompter, even when you are.