An enterprise-level, advisor video solution.

Editing at Scale

Let’s face it, videos that are posted straight from a phone don’t look very professional. Without an intro, music, or graphics, they appear a little unfinished by today’s standards. That’s where Oechsli comes in. We edit videos at scale, helping your advisors look professional and on-brand.

Seamless Workflows

Every firm has a unique need when it comes to compliance and workflows. At Oechsli, we adapt our process to your process. We leverage technology to streamline the handoffs between filming, editing, approvals, and hosting.

Managerial Dashboard

We offer the ultimate in visibility for our enterprise partners. Your custom dashboard enables you to view, critique, and approve advisor videos all in one place, even from a mobile app.

Transfers & Hosting

We have time-tested solutions for file transfer, but if you’d like us to use your systems, we’re happy to do that as well. We even offer hosting to make embeds, downloads, and backups as easy as possible.

Advisor Resources


We provide equipment recommendations that can suit any budget. While some of your advisors may have all the equipment necessary, others may need the full suite of camera, microphone, and lighting.


Whether you’d like full scripting that’s approved in advance or you’d like simple talking points for your advisors to follow, we have you covered. We’ve built a library of scripts that can be tailored to your needs.


We provide the advisors with on-demand training tutorials. With better framing, more-thoughtful backgrounds, and upgraded video equipment, we can help them raise their game tremendously.

Let's discuss your video needs.


Frequently Asked Questions about the Mobile Program

The down payment covers three things: your Oechsli Mobile Kit, 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!

Our max video length is five minutes.

We include one revision of each video at no additional cost. Additional revisions will need to be priced separately.
Most newer smartphones, Apple or Android, will work with the Oechsli Mobile Kit.

A custom thumbnail is key to helping your financial advisor video content succeed and capture your audience’s attention. We craft these thumbnails for you to help represent your video on the different social platforms you share it to. Custom thumbnails are used to give viewers an idea of what your video is about and to entice them to click and watch your video.

Video captioning refers to 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. By having video captioning, you can make your financial advisor video content accessible to viewers who are dear or hard of hearing. Also, it can make your financial advisor video more searchable, as search engines can read the text and index it, making it more likely to show up in search results. 

When you shoot a video, you’ll be able to upload it using our secure file transfer system straight from your phone.

If you already have the necessary equipment to produce financial advisor videos, you can opt to use our monthly scripts and video production services for a reduced down payment of $1,700. The majority of this down payment goes towards the initial template build-out and consultations, rather than the equipment itself. This means that you can still take advantage of our professional scriptwriting and video production services, even if you already have the equipment needed to create your own videos.

That’s why we offer Oechsli Studios! Come to our office for pristine homepage footage, promotional videos, or other content that’s going to get a lot of eyeballs.

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.

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.

We encourage you to submit your videos 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. This will ensure that you receive your completed videos in a timely manner.

Video snippets are short 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.

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.

There are many advantages to using video in your marketing. Here are some we’ve found over the years: 

  • Increased engagement: Video is a highly engaging medium that can capture your audience’s attention and hold it for longer periods of time versus stagnant graphics. 
  • Building trust: Financial advisor videos can be used to introduce yourself and your team, explain your qualifications and experience, and share your approach to financial planning. This can help to build trust with potential clients and make it more likely that they will reach out to you for help. 
  • Providing education: Video can be used to provide educational content, such as explainers on financial concepts, market updates, and retirement planning strategies. This can help position you as a thought leader in your field and attract potential clients who are interested in learning more about their finances. 
  • Enhancing website traffic: Your financial advisor video can be used to encourage people to spend more time on your site. This then makes it more likely that they will share your content on social media. This can help to boost your search engine rankings and attract more visitors to your site. 

Your financial advisor video content can be used to showcase the services you offer and the results you have helped your clients to achieve. This can help to demonstrate the value that you can provide and make it more likely that potential clients will reach out to you for your services. Video can also be shared on different platforms which can aide you in reaching a wider audience. You can also repurpose your videos and use them multiple times in different formats. Video also helps differentiate you from your competition. With so many financial advisors out there, having video content can help you stand our from the crowd and showcase what differentiates you from others.  

Overall, video content can be a great way for financial advisors like yourself to connect with potential clients, establish yourself as an expert and thought leader in your field, and ultimately grow your business. 

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.

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.