4 min read

Video Works. Execution Is Where Most Advisors Get Stuck.

Video is one of the most effective ways to build trust with prospects before they ever meet you. Most advisors and firms do not have a belief problem...

3 min read

[NEW] The Hidden Story Behind Financial Success - Personal Connection Video

This campaign tackles the hype of “get rich quick” stories and reframes the conversation toward steady, strategic wealth-building. The content...

2 min read

[NEW] Helping Adult Children with Home Purchases - Personal Connection Video

This video tackles a high-emotion, real-life concern many parents are quietly grappling with: how to help their adult children afford a home in...

2 min read

[NEW] Tax Changes Ahead: 7 Updates That May Affect You - Personal Connection Video for Financial Advisors

This campaign is all about simplifying something that’s anythingbutsimple: the “One Big Beautiful Bill Act.” The main piece is a short video that...

1 min read

[NEW] Wealth Management Beyond Basics - Personal Connection Video for Financial Advisors

This video-based campaign is a powerful nudge for clients who’ve crossed the million-dollar mark and need more than off-the-shelf advice. It outlines...

1 min read

[NEW] Beyond FOMO: Investing for the Long Term - Personal Connection Videos

The fear of missing out derails the long term plans of too many investors. Use this campaign to help prospects understand the importance of...

1 min read

[NEW] For CFP® Professionals Only - Personal Connection Videos

This campaign is designed to help advisors stand out by showcasing their CFP® credentials and engage with prospects.

1 min read

[NEW] Motivation - Personal Connection Video

It has never been so easy to get started with video marketing.

1 min read

[NEW] DIY Personal Connection Video

Do you have a message or topic you’d like to record a video about? Or, how about a weekly or quarterly market commentary?

1 min read

[NEW] 3 Mindset Shifts that Could Change Your Retirement - Personal Connection Video

It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...