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…
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:
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.
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:
That is the upside.
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.
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.
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.
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:
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?
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:
It is not “here’s a video.” It is “here's a complete video campaign you can launch in minutes.”
This Ready Video Campaign includes:
Everything is already assembled. You choose your audience, click launch, and your video campaign is live.
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:
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.
If you have been saying, “We should do video,” this is the simplest way to start without adding another project to your plate.
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.