Embrace video with expert guidance.

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: 

1. A well-crafted video can showcase the advisor’s expertise, personality, and approach, helping to build trust and establish a connection with potential clients. 
2. Videos can be easily shared on social media and other platforms, making it easy for financial advisors to reach a large audience. 
3. 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. 
4. 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.

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.

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.

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. 

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.

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: 

1. Oechsli will schedule your recording session in advance and send you a link to join. 
2. We’ll preload your teleprompter with an approved script.
3. We’ll give you advice on lighting and background, then start the recording.
4. You’ll read through your scripts while we offer guidance on your delivery and inflection.
5. We’ll give your recordings a professional polish and send you the final versions. 

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.