Effective Video Marketing Strategies for Financial Advisors

Want to grab attention fast? Video marketing is the answer. With 44% of consumers preferring videos to reading, it’s the perfect way to engage new clients.

So, how do you create a financial advisor video marketing strategy that really works? Let’s break it down.

Why Video Marketing for Financial Advisors Works

Video puts a face to your brand. It builds trust. People are more likely to reach out when they feel they know you, even before they’ve had a conversation with you. There are tons of opportunities to scatter video marketing throughout your website, social media, email marketing and other platforms for educational content, client testimonials, market updates, or even quick explainer videos.

Key Elements of a Solid Video Marketing Strategy

When creating a video marketing strategy, think about your goals. What message are you trying to get across? What action do you want your audience to take?

Here are a few essential elements to keep your video strategy on track:

1. Short and Sweet Wins: The most effective videos get to the point quickly. Remember, 44% of consumers say they prefer to watch a short video. No one has time to sit through a 20-minute market forecast. Aim for 30-60 seconds if you’re doing market updates or educational content. Keep it sharp and valuable.
2. Use the Right Video Marketing Software: You don’t need to hire a full production team to get started. There are tons of easy-to-use video marketing software tools that can help you create professional-quality videos. Tools like Wistia, Animoto, or even Vimeo can help you create quick and easy videos.
3. Educate, Don’t Sell: Your goal here is to educate your audience, not but your salesman headset on. Focus on helping viewers understand complex financial concepts, such as retirement planning or portfolio diversification in a way that’s simple and actionable. Real value and authenticity is far better than superficial content that sells your services.
4. Consistency Is Key: Posting one video and calling it quits for the month isn’t typically going to cut it. You need a schedule and to post regularly. 

Types of Videos to Consider

There are several video formats that can work and integrate well in your financial advisor video marketing strategy.

• Repurpose Your Content: If you create a podcast, you can easily transform that content into a blog post, social media snippets, and video clips. This way, you’re maximizing your original material and providing valuable content across different platforms.
• Client Testimonials: Let your clients speak for you. Short testimonials that highlight how you’ve helped them reach their financial goals can be a powerful trust-builder.
• Market Updates: Keep your audience informed about what’s going on in the market with short, digestible updates. Keep it relevant and tailored to your clients’ interests—whether it’s local market trends or national forecasts.
• Webinars and Workshops: Host live sessions where you dive deep into specific topics. This not only allows for real-time interaction but also provides valuable content that you can later edit into smaller videos or highlight reels for social media.
• Q&A Sessions: Encourage your audience to submit questions and answer them in a video format. This approach not only addresses specific concerns but also shows that you value your audience's input and are willing to engage with them directly.

How to Make Videos More Engaging

It’s not enough to just be on camera. You’ve got to keep people’s attention.

• Use Subtitles: Adding subtitles makes your videos more accessible and helps viewers follow along, even in noisy environments. 60 to 85% of online videos are watched without sound, so including subtitles ensures your message gets across regardless of the viewer's situation.
• Try a Few Different Angles: Switching up camera angles keeps your content visually interesting. It adds depth and makes the video feel dynamic, which can help retain viewer interest.
• Invest in Good Lighting and a Great Microphone: Clear visuals and crisp audio are essential for creating professional-quality videos. People tend to be skeptical when video quality is poor, so good lighting will not only enhance your appearance but also help build trust with your audience. Pair that with a quality microphone, and your message will come across clearly, ensuring you keep your viewers engaged.
• Break it up with Graphics: Use charts, infographics, or even simple animations to illustrate key points. Visual aids make complex information easier to digest.
• Be Human: Don’t be afraid to show your personality. Financial topics can be dry, so let your unique personality shine through. The more relatable you are, the better!

Final Thoughts

The bottom line? Video marketing works for financial advisors—when it’s done right. Keep it simple, focus on educating, and use the tools you already have to create top-notch content. Whether you’re sharing expert tips or client success stories, the goal is to build trust, deliver value, and keep that connection strong.

At Aryze Design, we’ll guide you through everything you need to make video marketing a success for your practice.

Ready to get started? Let’s work together!