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 with video marketing. They have an execution problem.

Because the moment you decide, “We should do video,” you inherit a whole new project: topics, scripts, recording, editing, captions, hosting, landing pages, promotion, follow-up, and doing all of it consistently enough to matter.

That is why video marketing is so widely respected, and so rarely executed well.

👉 This is exactly why we built a new kind of video campaign for advisors. No recording. No editing. No hosting. Launch in minutes, not weeks.

More on that in a minute…

Video is not a trend. It is how people decide.

Across industries, video keeps winning for the same reasons: it is easy to consume, it feels human, and it compresses trust building into a format people actually finish.

The data backs this up:

• Video is now close to universal among marketers. 91% of businesses use video as a marketing tool, and 93% of video marketers say video is an important part of their overall strategy (Wyzowl)
• Video is also where marketers are seeing outsized performance. HubSpot reports that the top ROI driving content formats are all video based, with short form video leading the pack (Hubspot)
• Video sticks. One widely cited benchmark shows viewers retain 95% of a message when they watch it in video, compared with far less when reading text (Lemonlight)
• Video moves people to action. In the same set of benchmarks, 85% of people say they have been convinced to buy a product or service after watching a brand’s video (Lemonlight)

The point is that prospects are increasingly making decisions based on who shows up clearly and consistently online. Video is one of the fastest ways to do that.

Why video is especially powerful for financial advisors

Financial decisions are emotional. They are also high trust.

People do not just want information. They want clarity and confidence. Video helps deliver both because it lets prospects absorb a message quickly, in a format they actually consume. Multiple studies report viewers retain far more of a message in video than text, which is exactly what you want when you are explaining complex topics or addressing uncertainty. (Lemonlight, Film Division)

For advisors, video works because it can:

• Make complex ideas feel simple. Video reduces friction and helps prospects understand what you mean without feeling overwhelmed.
• Build familiarity with your approach. Even without the advisor on camera, a thoughtful, professionally produced video signals credibility and helps prospects feel guided, not sold.
• Lower the pressure. The right video invites self-reflection and curiosity, which makes it easier for someone to take a first step.

That is the upside.

The execution gap: why video strategies stall

Most firms do not struggle with the why. They struggle with the doing.

Video usually starts with good intentions, then runs into reality: finding the right topic, getting it produced, getting it hosted, building a landing page, promoting it, and following up consistently. And if any one piece slows down, the whole thing stalls.

Path 1: Licensed videos that look like everyone else

Licensed video libraries sound convenient, but they often feel generic and forgettable. If the content does not feel relevant and distinct, it rarely creates trust or prompts action.

Path 2: Recording your own videos

Advisor recorded video can be incredibly effective. It is also hard to sustain because it adds a real production workload to an already full calendar. Most advisors can do it occasionally, but not consistently enough to drive compounding results.

Which brings us to the real shift.

Video performs best when it is part of a complete campaign

A standalone video is a piece of content. A campaign is a trust-building system.

When video is paired with a clear next step, it stops being something people watch and forget and starts moving prospects closer to a conversation.

A strong video campaign does three things:

1. Drives traffic to one focused experience. Not a random post, a dedicated landing page built for viewing.
2. Makes it easy to respond. A simple form or question prompt lowers the barrier to engagement.
3. Follows up automatically. Because most prospects need more than one touch before they raise their hand.

If it sounds like a lot of work to set all this up, that’s because it is. But what if there was a faster way to get this type of campaign launched?

Introducing: “Ready Video” Campaigns: video marketing without the production burden

That is exactly why we built Ready Video Campaigns.

Instead of asking advisors to become video producers, we deliver a professionally produced video that is ready to deploy, plus the entire campaign around it, so you can launch fast and stay consistent.

Each Ready Video Campaign includes:

• A professionally produced video created by Snappy Kraken
• Built-in video hosting
• A video landing page with a contact or question form
• A confirmation page to close the loop
• Promotional assets to drive traffic
• Automated touchpoints across channels

It is not “here’s a video.” It is “here's a complete video campaign you can launch in minutes.”

What you can launch in minutes

This Ready Video Campaign includes:

• 1 confirmation page
• 2 emails
• 1 landing page
• 1 text message
• 3 social posts
• 1 web page

Everything is already assembled. You choose your audience, click launch, and your video campaign is live.

Spotlight: “When is it time to hire a financial advisor?”

The first Ready Video Campaign tackles a question many prospects already have in the back of their minds:

Do I really need a financial advisor?

It is not salesy. It is thoughtful, empathetic, and grounded in real life. It helps viewers recognize the signals that it might be time to get support, like:

• A major life event (retirement, inheritance, divorce, selling a business)
• Increasing complexity that makes it hard to feel confident
• Feeling stuck, stressed, or unsure what the next best move is
• Wanting a guide and coach, not just a portfolio manager

This makes it ideal for passive prospects: people who are curious, uncertain, and not ready to book a meeting yet. The video helps them self-identify their need for advice, then gives them a low-friction way to start a conversation.

How to use this in your marketing calendar

If you have been saying, “We should do video,” this is the simplest way to start without adding another project to your plate.

1. Launch the Ready Video Campaign to prospects and COIs
2. Post the social assets over the next week
3. Watch for engagement and questions
4. Follow up with the people who engage most

Video works. The hard part is shipping it consistently.

Ready Video Campaigns remove the production bottleneck so you can stay visible, build trust, and move more people from “just curious” to “ready to talk.”

Want to see Ready Video Campaigns in action? Book a demo, and we will show you how to launch your first video campaign in minutes.